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
$4.83B
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,671
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$7.95M
3
+$7.81M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$7.39M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.8M

Top Sells

1
+$7.3M
2
+$6.53M
3
+$5.54M
4
IVZ icon
Invesco
IVZ
+$4.14M
5
SIVB
SVB Financial Group
SIVB
+$3.8M

Sector Composition

1 Technology 3.67%
2 Consumer Discretionary 2.22%
3 Financials 2.19%
4 Healthcare 1.65%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.99M 0.04%
65,695
+3,698
227
$1.99M 0.04%
34,711
+4,891
228
$1.96M 0.04%
18,505
+488
229
$1.95M 0.04%
24,996
+5,342
230
$1.95M 0.04%
9,433
-18
231
$1.92M 0.04%
16,039
-251
232
$1.92M 0.04%
97,196
+15,106
233
$1.91M 0.04%
7,861
-39
234
$1.9M 0.04%
6,628
+202
235
$1.9M 0.04%
19,295
+1,178
236
$1.89M 0.04%
33,614
+4,815
237
$1.88M 0.04%
10,900
-1,373
238
$1.87M 0.04%
72,705
+70,519
239
$1.86M 0.04%
4,649
-535
240
$1.86M 0.04%
19,236
-10,092
241
$1.85M 0.04%
40,890
-665
242
$1.85M 0.04%
89,462
+618
243
$1.85M 0.04%
57,951
+11
244
$1.84M 0.04%
10,587
-393
245
$1.84M 0.04%
2,283
+66
246
$1.84M 0.04%
87,217
+5,524
247
$1.81M 0.04%
5,131
+2,103
248
$1.8M 0.04%
8,727
+152
249
$1.79M 0.04%
78,753
-7,896
250
$1.78M 0.04%
21,711
-11
8 9
10
11 12