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
651
$331K 0.01%
3,336
-460
652
$330K 0.01%
2,556
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653
$330K 0.01%
4,092
-212
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$328K 0.01%
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$328K 0.01%
5,930
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656
$327K 0.01%
4,788
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657
$326K 0.01%
5,820
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658
$326K 0.01%
10,402
+7,880
659
$324K 0.01%
6,896
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660
$323K 0.01%
+3,678
661
$322K 0.01%
27,424
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662
$321K 0.01%
5,294
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663
$321K 0.01%
3,586
+3,035
664
$321K 0.01%
10,125
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665
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3,340
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$317K 0.01%
10,815
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670
$317K 0.01%
10,263
671
$317K 0.01%
7,020
672
$315K 0.01%
8,385
+4,025
673
$314K 0.01%
201
-35
674
$314K 0.01%
5,242
-816
675
$312K 0.01%
13,711
+5,166
25 26
27
28 29