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
501
$531K 0.01%
15,883
+634
502
$531K 0.01%
6,137
+90
503
$530K 0.01%
8,751
-376
504
$529K 0.01%
13,830
-617
505
$525K 0.01%
11,210
+691
506
$524K 0.01%
49,150
+29
507
$523K 0.01%
19,220
+198
508
$520K 0.01%
6,706
-3
509
$519K 0.01%
13,979
-1,800
510
$518K 0.01%
16,154
+602
511
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4,478
+933
512
$517K 0.01%
10,590
+8,457
513
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1,936
+48
514
$515K 0.01%
3,544
-9,722
515
$514K 0.01%
1,415
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516
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704
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517
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9,485
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518
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17,257
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519
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8,055
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520
$504K 0.01%
5,461
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521
$496K 0.01%
17,385
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522
$495K 0.01%
4,199
-12,591
523
$495K 0.01%
13,951
-110
524
$493K 0.01%
2,032
-719
525
$491K 0.01%
15,743
+352
19 20
21
22 23