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
676
$311K 0.01%
18,883
+50
677
$310K 0.01%
10,260
678
$309K 0.01%
+10,056
679
$309K 0.01%
5,378
-598
680
$308K 0.01%
8,945
+1,160
681
$307K 0.01%
6,428
+4,398
682
$306K 0.01%
3,246
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683
$306K 0.01%
8,413
-131
684
$306K 0.01%
8,318
+3,087
685
$304K 0.01%
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686
$304K 0.01%
1,271
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687
$303K 0.01%
8,110
+2,485
688
$302K 0.01%
13,472
+2,992
689
$302K 0.01%
11,712
+2,121
690
$301K 0.01%
3,155
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$300K 0.01%
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$298K 0.01%
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693
$298K 0.01%
11,481
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694
$298K 0.01%
1,627
-16
695
$298K 0.01%
1,260
-28
696
$296K 0.01%
14,479
+8,272
697
$296K 0.01%
5,942
+127
698
$294K 0.01%
8,663
+3,951
699
$293K 0.01%
7,703
+4,121
700
$293K 0.01%
2,239
+756
26 27
28
29 30