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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
2551
$2K ﹤0.01%
162
2552
$2K ﹤0.01%
46
+7
2553
$2K ﹤0.01%
70
2554
$2K ﹤0.01%
248
2555
$2K ﹤0.01%
760
+8
2556
$2K ﹤0.01%
34
-57
2557
$2K ﹤0.01%
+31
2558
$2K ﹤0.01%
37
2559
$2K ﹤0.01%
135
-150
2560
$2K ﹤0.01%
400
2561
$2K ﹤0.01%
128
2562
$2K ﹤0.01%
25
2563
$2K ﹤0.01%
114
2564
$2K ﹤0.01%
+110
2565
$2K ﹤0.01%
51
2566
$2K ﹤0.01%
115
-10
2567
$2K ﹤0.01%
48
+29
2568
– –
0
2569
$2K ﹤0.01%
68
2570
$2K ﹤0.01%
29
2571
$2K ﹤0.01%
51
+9
2572
$2K ﹤0.01%
+450
2573
$2K ﹤0.01%
+72
2574
$2K ﹤0.01%
50
2575
$2K ﹤0.01%
170
101 102
103
104 105