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
4801
– –
0
4802
– –
0
4803
– –
-338
4804
– –
0
4805
– –
0
4806
– –
0
4807
$0 ﹤0.01%
+1
4808
– –
0
4809
– –
-227
4810
$0 ﹤0.01%
2
4811
– –
0
4812
– –
0
4813
– –
0
4814
– –
0
4815
– –
0
4816
– –
0
4817
– –
0
4818
– –
0
4819
– –
0
4820
– –
-8
4821
– –
0
4822
– –
-133
4823
– –
0
4824
– –
0
4825
– –
0
191 192
193
194 195