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
2576
$2K ﹤0.01%
162
2577
$2K ﹤0.01%
46
+7
2578
$2K ﹤0.01%
34
-57
2579
$2K ﹤0.01%
+31
2580
$2K ﹤0.01%
135
-150
2581
$2K ﹤0.01%
400
2582
$2K ﹤0.01%
128
2583
$2K ﹤0.01%
25
2584
$2K ﹤0.01%
114
2585
$2K ﹤0.01%
+110
2586
$2K ﹤0.01%
51
2587
$2K ﹤0.01%
115
-10
2588
$2K ﹤0.01%
48
+29
2589
– –
0
2590
$2K ﹤0.01%
68
2591
$2K ﹤0.01%
50
2592
$2K ﹤0.01%
170
2593
$2K ﹤0.01%
150
2594
$2K ﹤0.01%
31
-150
2595
$2K ﹤0.01%
+67
2596
$2K ﹤0.01%
18
-721
2597
$2K ﹤0.01%
26
2598
$2K ﹤0.01%
47
-55,837
2599
$2K ﹤0.01%
97
2600
$2K ﹤0.01%
100
102 103
104
105 106