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
5076
– –
0
5077
– –
0
5078
– –
0
5079
– –
0
5080
– –
0
5081
$0 ﹤0.01%
41
5082
– –
0
5083
– –
0
5084
– –
0
5085
– –
0
5086
– –
0
5087
– –
0
5088
– –
0
5089
– –
0
5090
– –
0
5091
– –
0
5092
– –
0
5093
– –
0
5094
– –
0
5095
– –
0
5096
– –
0
5097
– –
0
5098
– –
0
5099
– –
0
5100
– –
0
202 203
204
205 206