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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
2751
$1K ﹤0.01%
+100
2752
$1K ﹤0.01%
+100
2753
$1K ﹤0.01%
40
2754
$1K ﹤0.01%
59
2755
$1K ﹤0.01%
200
2756
$1K ﹤0.01%
10
2757
$1K ﹤0.01%
14
2758
$1K ﹤0.01%
51
2759
$1K ﹤0.01%
70
+54
2760
$1K ﹤0.01%
71
2761
$1K ﹤0.01%
1,000
2762
$1K ﹤0.01%
80
2763
$1K ﹤0.01%
220
2764
$1K ﹤0.01%
6
2765
$1K ﹤0.01%
20,000
2766
$1K ﹤0.01%
35
2767
$1K ﹤0.01%
245
2768
$1K ﹤0.01%
375
2769
$1K ﹤0.01%
250
2770
$1K ﹤0.01%
52
2771
– –
-123
2772
– –
0
2773
– –
0
2774
– –
0
2775
$0 ﹤0.01%
15
-39
109 110
111
112 113