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
376
$894K 0.02%
28,793
-2,911
377
$893K 0.02%
46,295
+7,757
378
$891K 0.02%
27,172
+1,485
379
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9,477
+444
380
$883K 0.02%
26,834
-260
381
$883K 0.02%
28,380
+27,979
382
$879K 0.02%
3,553
-1,569
383
$851K 0.02%
21,141
+20,453
384
$848K 0.02%
2,451
-890
385
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5,162
-2,924
386
$846K 0.02%
16,089
+6,027
387
$841K 0.02%
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388
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13,253
-172
389
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15,580
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390
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16,354
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9,338
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392
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393
$822K 0.02%
8,118
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394
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11,575
-1,165
395
$817K 0.02%
13,596
-5,286
396
$811K 0.02%
7,596
-7,386
397
$810K 0.02%
8,761
-5,374
398
$805K 0.02%
26,724
+5,765
399
$805K 0.02%
12,391
-18,639
400
$805K 0.02%
6,116
+2,518
14 15
16
17 18