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
776
$244K 0.01%
164
+10
777
$243K 0.01%
5,013
+2,062
778
$243K 0.01%
3,100
+315
779
$242K 0.01%
5,186
780
$242K 0.01%
4,069
-1,604
781
$242K 0.01%
2,690
-886
782
$241K 0.01%
8,893
+2,911
783
$241K 0.01%
4,240
784
$240K 0.01%
7,814
+4,235
785
$240K 0.01%
1,850
+694
786
$240K 0.01%
6,490
787
$239K ﹤0.01%
11,226
+10,502
788
$239K ﹤0.01%
4,505
-213
789
$237K ﹤0.01%
3,032
-535
790
$237K ﹤0.01%
1,189
-25
791
$237K ﹤0.01%
4,590
-829
792
$236K ﹤0.01%
5,499
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793
$235K ﹤0.01%
3,391
-41
794
$234K ﹤0.01%
7,840
795
$234K ﹤0.01%
343
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796
$234K ﹤0.01%
1,565
-411
797
$233K ﹤0.01%
6,126
+10
798
$233K ﹤0.01%
3,488
+2,155
799
$233K ﹤0.01%
2,709
+742
800
$233K ﹤0.01%
3,672
-31,575
30 31
32
33 34