IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.93B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,849
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$17.7M
3
+$13.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.2M

Top Sells

1
+$18.9M
2
+$15.6M
3
+$10.5M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.7M
5
BBWI icon
Bath & Body Works
BBWI
+$6.29M

Sector Composition

1 Technology 3.91%
2 Financials 2.22%
3 Consumer Discretionary 2.04%
4 Healthcare 1.72%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$9K ﹤0.01%
67
-1
2127
$9K ﹤0.01%
90
-10
2128
$9K ﹤0.01%
80
2129
$9K ﹤0.01%
230
2130
$9K ﹤0.01%
+110
2131
$9K ﹤0.01%
49
-6,425
2132
$9K ﹤0.01%
500
-67
2133
$9K ﹤0.01%
238
2134
$9K ﹤0.01%
199
2135
$9K ﹤0.01%
329
2136
$9K ﹤0.01%
135
-15
2137
$9K ﹤0.01%
644
-106
2138
$9K ﹤0.01%
200
-486
2139
$9K ﹤0.01%
300
2140
$9K ﹤0.01%
+100
2141
$9K ﹤0.01%
213
2142
$9K ﹤0.01%
1,231
2143
$9K ﹤0.01%
150
2144
$9K ﹤0.01%
249
+71
2145
$9K ﹤0.01%
700
2146
$9K ﹤0.01%
300
+225
2147
$9K ﹤0.01%
6,660
2148
$9K ﹤0.01%
220
-1,002
2149
$9K ﹤0.01%
50
2150
$9K ﹤0.01%
200
84 85
86
87 88