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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
2701
$1K ﹤0.01%
25
2702
$1K ﹤0.01%
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2703
$1K ﹤0.01%
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2704
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2705
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2706
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2707
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2708
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2709
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9
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2710
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2711
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2712
$1K ﹤0.01%
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2714
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2715
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32
2716
$1K ﹤0.01%
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2717
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2718
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2719
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+1
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$1K ﹤0.01%
+62
2721
$1K ﹤0.01%
+100
2722
$1K ﹤0.01%
28
2723
$1K ﹤0.01%
+500
2724
$1K ﹤0.01%
500
2725
$1K ﹤0.01%
10
107 108
109
110 111