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
451
$657K 0.01%
8,636
-6,886
452
$656K 0.01%
15,885
+31
453
$653K 0.01%
5,445
-120
454
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38,423
-6,595
455
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10,314
-12,366
456
$642K 0.01%
21,985
+4,753
457
$642K 0.01%
9,482
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458
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24,072
+1,674
459
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2,189
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460
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891
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461
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7,729
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463
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14,540
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465
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6,000
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468
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16,370
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470
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8,854
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471
$606K 0.01%
24,189
-5,125
472
$597K 0.01%
39,120
+38,531
473
$592K 0.01%
22,377
-745
474
$590K 0.01%
11,658
-2,653
475
$589K 0.01%
19,594
+1,716
17 18
19
20 21