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
3776
– –
-1
3777
– –
-100
3778
– –
0
3779
– –
0
3780
$0 ﹤0.01%
5
3781
– –
0
3782
$0 ﹤0.01%
24
-5,731
3783
$0 ﹤0.01%
8
-270
3784
– –
0
3785
– –
0
3786
– –
0
3787
– –
-400
3788
– –
0
3789
– –
-25
3790
$0 ﹤0.01%
30
-3
3791
– –
0
3792
– –
0
3793
– –
0
3794
$0 ﹤0.01%
12
3795
– –
0
3796
– –
-125
3797
$0 ﹤0.01%
1
3798
– –
0
3799
– –
0
3800
– –
0
150 151
152
153 154