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
401
$803K 0.02%
5,676
-802
402
$803K 0.02%
3,507
-345
403
$797K 0.02%
32,859
-215
404
$794K 0.02%
5,858
+3,568
405
$794K 0.02%
30,683
406
$784K 0.02%
25,248
+6,695
407
$783K 0.02%
4,637
+56
408
$782K 0.02%
13,650
-433
409
$780K 0.02%
26,910
+690
410
$780K 0.02%
11,873
+20
411
$779K 0.02%
12,306
+802
412
$767K 0.02%
18,909
+118
413
$764K 0.02%
13,242
-187
414
$763K 0.02%
12,735
-7,994
415
$762K 0.02%
23,575
+9,431
416
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20,893
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417
$755K 0.02%
16,623
-48,444
418
$753K 0.02%
12,131
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419
$752K 0.02%
16,707
+8,567
420
$748K 0.02%
11,988
421
$748K 0.02%
3,892
-74
422
$746K 0.02%
24,771
+8,056
423
$740K 0.02%
11,095
-872
424
$736K 0.02%
17,632
+4,233
425
$730K 0.02%
30,238
+2,526
15 16
17
18 19