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
2301
$6K ﹤0.01%
51
+1
2302
$6K ﹤0.01%
127
+5
2303
$6K ﹤0.01%
248
2304
$6K ﹤0.01%
100
2305
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159
2306
$6K ﹤0.01%
800
2307
$6K ﹤0.01%
200
2308
$6K ﹤0.01%
+62
2309
$6K ﹤0.01%
250
2310
$6K ﹤0.01%
332
2311
$5K ﹤0.01%
50
2312
$5K ﹤0.01%
139
2313
$5K ﹤0.01%
55
-31
2314
$5K ﹤0.01%
+200
2315
$5K ﹤0.01%
+216
2316
$5K ﹤0.01%
136
+2
2317
$5K ﹤0.01%
+271
2318
$5K ﹤0.01%
35
+2
2319
$5K ﹤0.01%
76
2320
$5K ﹤0.01%
94
+63
2321
$5K ﹤0.01%
426
2322
$5K ﹤0.01%
295
2323
$5K ﹤0.01%
93
2324
$5K ﹤0.01%
53
+13
2325
$5K ﹤0.01%
1
91 92
93
94 95