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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
2276
$6K ﹤0.01%
68
2277
$6K ﹤0.01%
27
-1
2278
$6K ﹤0.01%
284
+100
2279
$6K ﹤0.01%
181
+175
2280
$6K ﹤0.01%
800
2281
$6K ﹤0.01%
159
2282
$6K ﹤0.01%
203
2283
$6K ﹤0.01%
+100
2284
$6K ﹤0.01%
28
-228
2285
$6K ﹤0.01%
+900
2286
$6K ﹤0.01%
234
+19
2287
$6K ﹤0.01%
57
2288
$6K ﹤0.01%
45
2289
$6K ﹤0.01%
145
2290
$6K ﹤0.01%
460
2291
$6K ﹤0.01%
341
2292
$6K ﹤0.01%
210
-275
2293
$6K ﹤0.01%
149
2294
$6K ﹤0.01%
300
2295
$6K ﹤0.01%
250
2296
$6K ﹤0.01%
132
2297
$6K ﹤0.01%
98
+68
2298
$6K ﹤0.01%
506
2299
$6K ﹤0.01%
342
2300
$6K ﹤0.01%
1,750
90 91
92
93 94