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
751
$260K 0.01%
5,175
752
$260K 0.01%
6,058
+4,403
753
$259K 0.01%
11,633
+10,537
754
$258K 0.01%
1,975
+121
755
$257K 0.01%
4,208
+587
756
$256K 0.01%
117
+10
757
$256K 0.01%
12,313
758
$256K 0.01%
10,430
+1,821
759
$255K 0.01%
2,081
+342
760
$255K 0.01%
3,127
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761
$253K 0.01%
9,502
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762
$252K 0.01%
6,909
-130
763
$251K 0.01%
9,616
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764
$251K 0.01%
9,409
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765
$250K 0.01%
1,705
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766
$247K 0.01%
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$247K 0.01%
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673
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769
$247K 0.01%
560
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$246K 0.01%
1,562
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771
$246K 0.01%
4,510
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772
$245K 0.01%
3,031
+1,211
773
$245K 0.01%
3,042
-37
774
$244K 0.01%
9,588
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775
$244K 0.01%
519
+412
29 30
31
32 33