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
251
$1.78M 0.04%
27,316
+384
252
$1.78M 0.04%
15,321
-2,754
253
$1.77M 0.04%
36,436
+1,476
254
$1.76M 0.04%
9,180
+1,027
255
$1.76M 0.04%
26,207
+6,639
256
$1.76M 0.04%
15,988
+9,925
257
$1.73M 0.04%
20,895
+2,392
258
$1.72M 0.04%
12,057
+1,407
259
$1.71M 0.04%
19,799
-39,895
260
$1.7M 0.04%
47,220
+948
261
$1.7M 0.04%
8,514
-211
262
$1.67M 0.03%
14,314
+1,297
263
$1.67M 0.03%
+61,497
264
$1.65M 0.03%
16,664
+2,108
265
$1.65M 0.03%
27,247
+23,567
266
$1.65M 0.03%
37,282
+24,539
267
$1.63M 0.03%
7,964
+5,124
268
$1.63M 0.03%
1,154
+55
269
$1.62M 0.03%
17,079
+2,154
270
$1.61M 0.03%
15,781
+256
271
$1.61M 0.03%
34,954
-61,332
272
$1.6M 0.03%
10,060
+131
273
$1.59M 0.03%
7,998
-254
274
$1.58M 0.03%
16,458
-1,250
275
$1.58M 0.03%
48,102
+27,883
9 10
11
12 13