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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
2526
$2K ﹤0.01%
385
-733
2527
$2K ﹤0.01%
2,000
2528
$2K ﹤0.01%
170
2529
$2K ﹤0.01%
24
2530
$2K ﹤0.01%
63
2531
$2K ﹤0.01%
13
2532
$2K ﹤0.01%
90
2533
$2K ﹤0.01%
67
2534
$2K ﹤0.01%
+34
2535
$2K ﹤0.01%
130
2536
$2K ﹤0.01%
39
2537
$2K ﹤0.01%
500
2538
$2K ﹤0.01%
+100
2539
$2K ﹤0.01%
68
2540
$2K ﹤0.01%
102
2541
$2K ﹤0.01%
47
2542
$2K ﹤0.01%
56
2543
$2K ﹤0.01%
122
-1,357
2544
$2K ﹤0.01%
63
2545
$2K ﹤0.01%
20
2546
$2K ﹤0.01%
46
-28
2547
$2K ﹤0.01%
206
-44
2548
$2K ﹤0.01%
61
2549
$2K ﹤0.01%
46
+41
2550
$2K ﹤0.01%
38
100 101
102
103 104