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
4851
– –
0
4852
– –
0
4853
– –
0
4854
– –
0
4855
– –
0
4856
– –
0
4857
– –
0
4858
– –
0
4859
– –
0
4860
– –
0
4861
$0 ﹤0.01%
11
+10
4862
– –
0
4863
– –
0
4864
– –
0
4865
– –
0
4866
– –
0
4867
– –
0
4868
– –
0
4869
– –
0
4870
– –
0
4871
– –
0
4872
– –
0
4873
$0 ﹤0.01%
1
4874
– –
0
4875
$0 ﹤0.01%
+2
193 194
195
196 197