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
2251
$6K ﹤0.01%
83
-665
2252
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22
2253
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160
-16
2254
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2255
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45
-787
2256
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-2
2257
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2258
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2259
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27
-1
2260
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284
+100
2261
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181
+175
2262
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800
2263
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506
2264
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342
2265
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1,750
2266
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+300
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2268
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+100
2269
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28
-228
2270
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+900
2271
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234
+19
2272
$6K ﹤0.01%
57
2273
$6K ﹤0.01%
45
2274
$6K ﹤0.01%
145
2275
$6K ﹤0.01%
460
89 90
91
92 93