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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
2676
$1K ﹤0.01%
20
2677
$1K ﹤0.01%
59
2678
$1K ﹤0.01%
20
2679
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95
-103
2680
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2681
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2682
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2683
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2684
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2685
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2686
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2687
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2688
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2689
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2
2690
$1K ﹤0.01%
+58
2691
$1K ﹤0.01%
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2692
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44
-6
2694
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2696
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17
2697
$1K ﹤0.01%
81
+1
2698
$1K ﹤0.01%
6
+1
2699
$1K ﹤0.01%
28
2700
$1K ﹤0.01%
5
+1
106 107
108
109 110