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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
2626
– –
0
2627
$1K ﹤0.01%
14
-10
2628
$1K ﹤0.01%
200
2629
$1K ﹤0.01%
13
2630
$1K ﹤0.01%
11
2631
$1K ﹤0.01%
5
+2
2632
$1K ﹤0.01%
30
2633
$1K ﹤0.01%
15
2634
$1K ﹤0.01%
129
2635
$1K ﹤0.01%
200
2636
$1K ﹤0.01%
195
2637
$1K ﹤0.01%
140
2638
$1K ﹤0.01%
18
2639
$1K ﹤0.01%
46
2640
$1K ﹤0.01%
17
2641
$1K ﹤0.01%
3
-16
2642
$1K ﹤0.01%
10
2643
$1K ﹤0.01%
15
2644
$1K ﹤0.01%
+9
2645
$1K ﹤0.01%
12
2646
$1K ﹤0.01%
10
2647
$1K ﹤0.01%
262
2648
$1K ﹤0.01%
10
2649
$1K ﹤0.01%
9
2650
$1K ﹤0.01%
182
104 105
106
107 108