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
5001
– –
0
5002
$0 ﹤0.01%
+6
5003
– –
0
5004
– –
0
5005
– –
0
5006
– –
0
5007
– –
0
5008
– –
0
5009
– –
0
5010
– –
0
5011
– –
0
5012
– –
0
5013
– –
0
5014
– –
0
5015
– –
-53
5016
– –
-80
5017
– –
0
5018
– –
0
5019
$0 ﹤0.01%
+1
5020
$0 ﹤0.01%
+9
5021
– –
0
5022
– –
0
5023
– –
0
5024
– –
0
5025
– –
0
199 200
201
202 203