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
2176
$8K ﹤0.01%
156
+24
2177
$8K ﹤0.01%
350
+150
2178
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418
-900
2179
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403
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2180
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2181
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150
2182
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326
2183
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2184
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48
-9
2185
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150
2186
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400
+100
2187
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2188
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382
2189
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2190
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2191
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2192
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1,875
+875
2194
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150
2195
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115
2196
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38
2197
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428
2198
$7K ﹤0.01%
+200
2199
$7K ﹤0.01%
233
+166
2200
$7K ﹤0.01%
950
-64
86 87
88
89 90