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
2876
– –
0
2877
– –
0
2878
$0 ﹤0.01%
+724
2879
– –
0
2880
– –
0
2881
– –
0
2882
– –
0
2883
– –
0
2884
– –
0
2885
– –
0
2886
– –
0
2887
$0 ﹤0.01%
1
2888
– –
0
2889
– –
0
2890
– –
0
2891
– –
0
2892
– –
0
2893
– –
0
2894
– –
0
2895
– –
0
2896
– –
0
2897
– –
0
2898
$0 ﹤0.01%
80
2899
– –
0
2900
– –
0
114 115
116
117 118