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
476
$589K 0.01%
10,579
-2,409
477
$580K 0.01%
2,046
+9
478
$576K 0.01%
7,522
+527
479
$576K 0.01%
8,298
+242
480
$576K 0.01%
10,902
+1,114
481
$572K 0.01%
21,438
+475
482
$571K 0.01%
33,717
+1,425
483
$571K 0.01%
13,920
+510
484
$568K 0.01%
2,637
-34
485
$568K 0.01%
6,661
+284
486
$564K 0.01%
10,456
-35
487
$564K 0.01%
3,890
-490
488
$562K 0.01%
7,645
-1,171
489
$560K 0.01%
6,670
-2,440
490
$560K 0.01%
48,873
-613,412
491
$554K 0.01%
14,030
+1,604
492
$552K 0.01%
7,099
+3,734
493
$547K 0.01%
8,592
+2,928
494
$547K 0.01%
537
-23
495
$543K 0.01%
6,049
496
$541K 0.01%
22,470
+232
497
$540K 0.01%
+2,146
498
$535K 0.01%
15,199
499
$534K 0.01%
31,663
+29,881
500
$532K 0.01%
22,159
+997
18 19
20
21 22