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
351
$1.03M 0.02%
15,238
-25,389
352
$1.02M 0.02%
20,993
-17,781
353
$1.01M 0.02%
8,487
+1,166
354
$1.01M 0.02%
17,285
+17,149
355
$1M 0.02%
30,750
-950
356
$1M 0.02%
6,526
-3,306
357
$990K 0.02%
2,720
+191
358
$990K 0.02%
25,326
+2,164
359
$989K 0.02%
12,631
+1,578
360
$987K 0.02%
13,448
+743
361
$980K 0.02%
16,288
+7,180
362
$973K 0.02%
6,474
+6,440
363
$956K 0.02%
24,039
+3,080
364
$954K 0.02%
13,966
-2,987
365
$941K 0.02%
20,930
+2,297
366
$940K 0.02%
3,967
-19
367
$933K 0.02%
5,626
+376
368
$928K 0.02%
7,518
-7,332
369
$927K 0.02%
29,382
+28,268
370
$925K 0.02%
18,510
-346
371
$920K 0.02%
24,315
-1,245
372
$910K 0.02%
6,284
+15
373
$901K 0.02%
10,527
+253
374
$897K 0.02%
10,610
+1,486
375
$895K 0.02%
3,664
+335
13 14
15
16 17