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
4076
– –
0
4077
– –
0
4078
– –
0
4079
– –
-193
4080
– –
0
4081
– –
0
4082
– –
0
4083
– –
0
4084
– –
0
4085
– –
0
4086
– –
0
4087
– –
0
4088
– –
0
4089
– –
0
4090
– –
0
4091
– –
0
4092
– –
0
4093
– –
0
4094
– –
0
4095
– –
0
4096
– –
0
4097
– –
0
4098
$0 ﹤0.01%
+4
4099
– –
0
4100
– –
0
162 163
164
165 166