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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
2401
$4K ﹤0.01%
50
+3
2402
$4K ﹤0.01%
+500
2403
$4K ﹤0.01%
52
2404
$4K ﹤0.01%
59
2405
$4K ﹤0.01%
7
2406
$4K ﹤0.01%
131
2407
– –
0
2408
$4K ﹤0.01%
200
2409
$4K ﹤0.01%
9
-330
2410
$4K ﹤0.01%
100
-16
2411
$4K ﹤0.01%
+100
2412
$4K ﹤0.01%
95
+34
2413
$4K ﹤0.01%
37
2414
$4K ﹤0.01%
66
2415
$4K ﹤0.01%
250
2416
$4K ﹤0.01%
71
2417
$4K ﹤0.01%
111
+18
2418
$4K ﹤0.01%
138
-39
2419
$4K ﹤0.01%
142
-512
2420
$4K ﹤0.01%
53
2421
$4K ﹤0.01%
555
2422
$4K ﹤0.01%
370
-25
2423
$4K ﹤0.01%
87
-42
2424
$4K ﹤0.01%
148
+34
2425
$4K ﹤0.01%
600
95 96
97
98 99