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
2226
$7K ﹤0.01%
253
2227
$7K ﹤0.01%
+33
2228
$7K ﹤0.01%
164
2229
$7K ﹤0.01%
453
2230
$7K ﹤0.01%
+554
2231
$7K ﹤0.01%
1,600
2232
$7K ﹤0.01%
17
2233
$7K ﹤0.01%
2
2234
$7K ﹤0.01%
87
+2
2235
$7K ﹤0.01%
100
+20
2236
$7K ﹤0.01%
106
2237
$7K ﹤0.01%
256
-1,138
2238
$7K ﹤0.01%
154
+92
2239
$7K ﹤0.01%
+171
2240
$7K ﹤0.01%
319
+3
2241
$7K ﹤0.01%
2,200
2242
$7K ﹤0.01%
876
-20,633
2243
$7K ﹤0.01%
414
2244
$7K ﹤0.01%
+500
2245
$7K ﹤0.01%
1,000
2246
$7K ﹤0.01%
125
2247
$7K ﹤0.01%
135
-7
2248
$7K ﹤0.01%
102
2249
$7K ﹤0.01%
90
2250
$6K ﹤0.01%
+738
88 89
90
91 92