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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
2501
$3K ﹤0.01%
34
2502
$3K ﹤0.01%
100
2503
$2K ﹤0.01%
86
2504
$2K ﹤0.01%
29
2505
$2K ﹤0.01%
+141
2506
$2K ﹤0.01%
375
2507
$2K ﹤0.01%
307
2508
$2K ﹤0.01%
299
+242
2509
$2K ﹤0.01%
68
-36
2510
$2K ﹤0.01%
91
2511
$2K ﹤0.01%
78
2512
$2K ﹤0.01%
3
2513
$2K ﹤0.01%
108
2514
$2K ﹤0.01%
303
2515
$2K ﹤0.01%
60
2516
$2K ﹤0.01%
17
2517
$2K ﹤0.01%
+49
2518
$2K ﹤0.01%
43
2519
$2K ﹤0.01%
18
2520
$2K ﹤0.01%
111
+80
2521
$2K ﹤0.01%
218
2522
$2K ﹤0.01%
+100
2523
$2K ﹤0.01%
+65
2524
$2K ﹤0.01%
100
-1,000
2525
– –
0
99 100
101
102 103