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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
2351
$5K ﹤0.01%
76
2352
$5K ﹤0.01%
+405
2353
$5K ﹤0.01%
94
+63
2354
$5K ﹤0.01%
426
2355
$5K ﹤0.01%
69
2356
$5K ﹤0.01%
22
+4
2357
$5K ﹤0.01%
295
2358
$5K ﹤0.01%
210
2359
$5K ﹤0.01%
+33
2360
$5K ﹤0.01%
104
2361
$5K ﹤0.01%
+500
2362
$5K ﹤0.01%
93
2363
$5K ﹤0.01%
+71
2364
$5K ﹤0.01%
53
+13
2365
$5K ﹤0.01%
1
2366
$5K ﹤0.01%
26
-1
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50
2368
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160
+24
2369
$5K ﹤0.01%
3
2370
$5K ﹤0.01%
81
2371
$5K ﹤0.01%
200
2372
$5K ﹤0.01%
102
2373
$5K ﹤0.01%
37
2374
$5K ﹤0.01%
53
-90
2375
$5K ﹤0.01%
121
93 94
95
96 97