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
726
$272K 0.01%
+9,400
727
$270K 0.01%
4,524
+222
728
$270K 0.01%
1,308
-23
729
$270K 0.01%
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$269K 0.01%
13,031
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731
$268K 0.01%
4,730
+293
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$267K 0.01%
7,764
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$267K 0.01%
2,174
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734
$267K 0.01%
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735
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9,080
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736
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737
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$265K 0.01%
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739
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745
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$263K 0.01%
2,054
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747
$263K 0.01%
6,162
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748
$262K 0.01%
6,141
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749
$261K 0.01%
7,298
+294
750
$260K 0.01%
1,763
+9
28 29
30
31 32