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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
2651
$1K ﹤0.01%
34
2652
$1K ﹤0.01%
21
-10
2653
$1K ﹤0.01%
+10
2654
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+6
2655
$1K ﹤0.01%
32
2656
– –
0
2657
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2658
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2659
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18
2660
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2661
– –
-2
2662
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2663
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2664
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50
2665
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2666
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122
2667
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49
+5
2668
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2669
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2670
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2671
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-90
2672
$1K ﹤0.01%
61
2673
$1K ﹤0.01%
9
2674
$1K ﹤0.01%
18
2675
$1K ﹤0.01%
26
105 106
107
108 109