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
801
$232K ﹤0.01%
14,815
802
$232K ﹤0.01%
2,569
-1,225
803
$231K ﹤0.01%
1,456
-242
804
$229K ﹤0.01%
1,937
-96
805
$229K ﹤0.01%
4,404
806
$229K ﹤0.01%
3,789
-7
807
$228K ﹤0.01%
2,141
-837
808
$227K ﹤0.01%
3,034
+55
809
$226K ﹤0.01%
37,000
+25,430
810
$226K ﹤0.01%
5,185
-380
811
$226K ﹤0.01%
21,509
-6,489
812
$225K ﹤0.01%
+6,729
813
$225K ﹤0.01%
4,276
+1,309
814
$225K ﹤0.01%
10,972
+5,011
815
$225K ﹤0.01%
3,739
+2,435
816
$224K ﹤0.01%
1,190
-5
817
$223K ﹤0.01%
3,697
-1,563
818
$223K ﹤0.01%
11,690
-495
819
$222K ﹤0.01%
486
+293
820
$221K ﹤0.01%
2,786
-43
821
$221K ﹤0.01%
2,580
-1,344
822
$221K ﹤0.01%
10,024
+1,403
823
$219K ﹤0.01%
2,663
-522
824
$219K ﹤0.01%
5,429
-44
825
$218K ﹤0.01%
678
+5
31 32
33
34 35