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
826
$218K ﹤0.01%
5,905
827
$218K ﹤0.01%
9,608
+1,894
828
$217K ﹤0.01%
3,115
+74
829
$216K ﹤0.01%
1,960
+4
830
$216K ﹤0.01%
27,182
+24,682
831
$215K ﹤0.01%
1,992
+29
832
$215K ﹤0.01%
1,241
+84
833
$214K ﹤0.01%
9,470
+506
834
$213K ﹤0.01%
6,134
-1,500
835
$213K ﹤0.01%
5,320
-1,975
836
$213K ﹤0.01%
3,605
+568
837
$212K ﹤0.01%
+2,173
838
$212K ﹤0.01%
1,245
839
$212K ﹤0.01%
7,477
+2,879
840
$212K ﹤0.01%
3,930
841
$212K ﹤0.01%
11,278
+2,974
842
$211K ﹤0.01%
4,790
-26
843
$210K ﹤0.01%
3,837
+2,148
844
$210K ﹤0.01%
851
+155
845
$209K ﹤0.01%
3,991
846
$209K ﹤0.01%
1,235
-4
847
$209K ﹤0.01%
2,581
-2,086
848
$208K ﹤0.01%
1,319
+160
849
$208K ﹤0.01%
1,693
+238
850
$207K ﹤0.01%
2,950
-165
32 33
34
35 36