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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
$4.83B
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
2476
$3K ﹤0.01%
650
2477
$3K ﹤0.01%
149
2478
$3K ﹤0.01%
31
2479
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+150
2480
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11
2481
$3K ﹤0.01%
112
2482
$3K ﹤0.01%
+225
2483
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78
2484
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+500
2485
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150
2486
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2487
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39
2488
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2489
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184
-787
2490
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100
2491
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100
2492
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148
2493
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75
2494
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22
+1
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31
2496
$3K ﹤0.01%
93
2497
$3K ﹤0.01%
229
+184
2498
$3K ﹤0.01%
50
2499
$3K ﹤0.01%
93
2500
$3K ﹤0.01%
66
98 99
100
101 102