We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
4351
– –
0
4352
– –
0
4353
– –
0
4354
$0 ﹤0.01%
18
-700
4355
$0 ﹤0.01%
3
4356
– –
0
4357
– –
0
4358
– –
0
4359
– –
0
4360
– –
0
4361
– –
0
4362
– –
0
4363
– –
0
4364
– –
-2,800
4365
– –
0
4366
– –
0
4367
– –
0
4368
– –
0
4369
– –
0
4370
– –
0
4371
– –
0
4372
– –
0
4373
– –
0
4374
– –
0
4375
– –
0
173 174
175
176 177