We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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%
20
+1
2252
$6K ﹤0.01%
184
-225
2253
$6K ﹤0.01%
105
-786
2254
$6K ﹤0.01%
113
+11
2255
$6K ﹤0.01%
83
-665
2256
$6K ﹤0.01%
22
2257
$6K ﹤0.01%
780
2258
$6K ﹤0.01%
210
2259
$6K ﹤0.01%
170
2260
$6K ﹤0.01%
160
-16
2261
$6K ﹤0.01%
600
2262
$6K ﹤0.01%
68
2263
$6K ﹤0.01%
276
-9
2264
$6K ﹤0.01%
123
2265
$6K ﹤0.01%
150
+100
2266
$6K ﹤0.01%
25
-355
2267
$6K ﹤0.01%
115
2268
$6K ﹤0.01%
68
2269
$6K ﹤0.01%
51
+1
2270
$6K ﹤0.01%
45
-787
2271
$6K ﹤0.01%
127
+5
2272
$6K ﹤0.01%
248
2273
$6K ﹤0.01%
182
-2
2274
$6K ﹤0.01%
100
2275
$6K ﹤0.01%
223
-885
89 90
91
92 93