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
876
$196K ﹤0.01%
3,272
+138
877
$196K ﹤0.01%
2,011
-2
878
$196K ﹤0.01%
5,366
879
$196K ﹤0.01%
650
+120
880
$194K ﹤0.01%
3,928
-85
881
$194K ﹤0.01%
1,745
+272
882
$193K ﹤0.01%
3,416
883
$193K ﹤0.01%
2,646
+3
884
$193K ﹤0.01%
2,307
-9
885
$192K ﹤0.01%
2,213
-10
886
$192K ﹤0.01%
4,589
-193
887
$191K ﹤0.01%
6,050
-250
888
$191K ﹤0.01%
2,645
+420
889
$190K ﹤0.01%
+6,413
890
$189K ﹤0.01%
9,847
-179
891
$189K ﹤0.01%
3,424
892
$188K ﹤0.01%
3,955
+663
893
$187K ﹤0.01%
1,716
-397
894
$187K ﹤0.01%
1,135
-1
895
$186K ﹤0.01%
2,611
+687
896
$186K ﹤0.01%
479
-21
897
$185K ﹤0.01%
3,409
+476
898
$185K ﹤0.01%
346
-135
899
$185K ﹤0.01%
22,412
+5,000
900
$185K ﹤0.01%
6,231
-2,909
34 35
36
37 38