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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
2451
$4K ﹤0.01%
63
2452
$4K ﹤0.01%
31
2453
$4K ﹤0.01%
99
2454
$4K ﹤0.01%
57
2455
$4K ﹤0.01%
+375
2456
$4K ﹤0.01%
107
2457
$4K ﹤0.01%
400
2458
$3K ﹤0.01%
100
-30
2459
$3K ﹤0.01%
140
+2
2460
$3K ﹤0.01%
525
+150
2461
– –
0
2462
$3K ﹤0.01%
36
2463
$3K ﹤0.01%
299
2464
$3K ﹤0.01%
+50
2465
$3K ﹤0.01%
555
2466
$3K ﹤0.01%
3
2467
$3K ﹤0.01%
108
2468
$3K ﹤0.01%
60
2469
$3K ﹤0.01%
+72
2470
$3K ﹤0.01%
87
+38
2471
$3K ﹤0.01%
43
2472
$3K ﹤0.01%
146
2473
$3K ﹤0.01%
40
2474
$3K ﹤0.01%
104
2475
$3K ﹤0.01%
218
97 98
99
100 101