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
2326
$5K ﹤0.01%
18
-230
2327
$5K ﹤0.01%
195
2328
$5K ﹤0.01%
40
+21
2329
$5K ﹤0.01%
35
+9
2330
$5K ﹤0.01%
+200
2331
$5K ﹤0.01%
+216
2332
$5K ﹤0.01%
136
+2
2333
$5K ﹤0.01%
+271
2334
$5K ﹤0.01%
52
2335
$5K ﹤0.01%
35
+2
2336
$5K ﹤0.01%
300
-2,280
2337
$5K ﹤0.01%
17
-91
2338
$5K ﹤0.01%
61
+1
2339
$5K ﹤0.01%
28
2340
$5K ﹤0.01%
+30
2341
$5K ﹤0.01%
77
+43
2342
$5K ﹤0.01%
78
-8
2343
$5K ﹤0.01%
1,000
2344
$5K ﹤0.01%
155
2345
$5K ﹤0.01%
101
2346
$5K ﹤0.01%
94
2347
$5K ﹤0.01%
100
2348
$5K ﹤0.01%
90
2349
$5K ﹤0.01%
307
2350
$5K ﹤0.01%
242
92 93
94
95 96