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
626
$361K 0.01%
95,389
+1,167
627
$357K 0.01%
3,910
+2,046
628
$357K 0.01%
12,211
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629
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532
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631
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6,636
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632
$355K 0.01%
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2,212
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635
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636
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13,142
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637
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14,519
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638
$347K 0.01%
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$347K 0.01%
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8,223
-130
646
$335K 0.01%
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647
$334K 0.01%
3,357
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648
$334K 0.01%
1,662
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649
$333K 0.01%
5,731
+459
650
$333K 0.01%
+11,975
24 25
26
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