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
2451
$4K ﹤0.01%
6
2452
$4K ﹤0.01%
31
2453
$4K ﹤0.01%
87
2454
$4K ﹤0.01%
63
2455
$4K ﹤0.01%
31
2456
$4K ﹤0.01%
+375
2457
$4K ﹤0.01%
400
2458
$3K ﹤0.01%
+72
2459
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218
2460
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68
2461
$3K ﹤0.01%
50
+30
2462
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6
2463
$3K ﹤0.01%
400
-6,468
2464
$3K ﹤0.01%
300
-200
2465
– –
0
2466
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314
2467
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150
2468
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2469
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2470
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+64
2471
$3K ﹤0.01%
100
-30
2472
$3K ﹤0.01%
140
+2
2473
$3K ﹤0.01%
525
+150
2474
– –
0
2475
$3K ﹤0.01%
36
97 98
99
100 101