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
3526
– –
0
3527
– –
0
3528
– –
0
3529
– –
-25
3530
– –
0
3531
– –
0
3532
– –
0
3533
– –
0
3534
– –
0
3535
– –
0
3536
– –
0
3537
– –
0
3538
– –
0
3539
– –
0
3540
– –
0
3541
– –
0
3542
– –
0
3543
– –
0
3544
– –
0
3545
– –
0
3546
– –
0
3547
– –
-450
3548
– –
0
3549
– –
0
3550
$0 ﹤0.01%
+3
140 141
142
143 144