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
301
$1.4M 0.03%
86,843
+4,404
302
$1.4M 0.03%
27,012
+1,720
303
$1.39M 0.03%
29,209
+922
304
$1.38M 0.03%
9,770
+4,733
305
$1.37M 0.03%
21,259
+759
306
$1.33M 0.03%
36,127
+3,722
307
$1.33M 0.03%
9,922
+938
308
$1.33M 0.03%
17,509
-4,507
309
$1.32M 0.03%
34,669
+2,743
310
$1.29M 0.03%
5,994
+1,311
311
$1.27M 0.03%
9,972
+4,134
312
$1.25M 0.03%
2,671
+261
313
$1.23M 0.03%
6,312
-389
314
$1.23M 0.03%
12,176
+78
315
$1.23M 0.03%
18,677
+4,017
316
$1.23M 0.03%
5,550
+191
317
$1.22M 0.03%
9,686
-180
318
$1.22M 0.03%
7,128
+3
319
$1.22M 0.03%
7,664
+1,781
320
$1.21M 0.03%
14,811
-4,264
321
$1.21M 0.02%
11,852
+6,234
322
$1.2M 0.02%
32,432
+5,709
323
$1.19M 0.02%
22,770
+8,495
324
$1.19M 0.02%
4,916
-528
325
$1.18M 0.02%
38,593
+9,320
11 12
13
14 15