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
601
$381K 0.01%
13,719
602
$381K 0.01%
2,225
-221
603
$380K 0.01%
4,740
+1,147
604
$380K 0.01%
7,309
+7,269
605
$379K 0.01%
3,677
-14,341
606
$379K 0.01%
1,480
+2
607
$376K 0.01%
12,820
-30
608
$375K 0.01%
12,302
-2,540
609
$372K 0.01%
3,891
-2,140
610
$372K 0.01%
13,064
611
$371K 0.01%
9,176
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612
$371K 0.01%
8,102
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613
$371K 0.01%
1,413
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614
$371K 0.01%
1,943
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615
$370K 0.01%
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7,029
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6,541
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620
$366K 0.01%
6,209
-1,430
621
$366K 0.01%
2,243
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622
$364K 0.01%
12,446
+2,616
623
$362K 0.01%
5,601
+378
624
$361K 0.01%
4,498
-3,231
625
$361K 0.01%
11,808
-959
23 24
25
26 27