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
276
$1.57M 0.03%
10,955
+1,579
277
$1.55M 0.03%
9,530
-811
278
$1.55M 0.03%
32,264
+11,790
279
$1.54M 0.03%
5,674
-647
280
$1.53M 0.03%
26,796
+4,792
281
$1.52M 0.03%
6,493
+52
282
$1.51M 0.03%
16,764
+6,135
283
$1.51M 0.03%
14,092
+1,157
284
$1.5M 0.03%
12,095
-366
285
$1.49M 0.03%
27,350
+26,922
286
$1.49M 0.03%
12,432
+19
287
$1.49M 0.03%
41,192
+969
288
$1.49M 0.03%
6,174
-1,074
289
$1.48M 0.03%
1,698
+8
290
$1.47M 0.03%
56,532
+4,356
291
$1.46M 0.03%
13,461
-1,010
292
$1.46M 0.03%
5,044
-1,588
293
$1.46M 0.03%
18,665
+2,257
294
$1.45M 0.03%
28,711
+34
295
$1.44M 0.03%
22,649
-2,501
296
$1.44M 0.03%
25,193
+3,933
297
$1.42M 0.03%
22,750
+515
298
$1.42M 0.03%
21,660
+1,350
299
$1.42M 0.03%
25,977
+24,886
300
$1.41M 0.03%
25,778
-124
10 11
12
13 14