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
901
$184K ﹤0.01%
2,324
-1
902
$184K ﹤0.01%
7,080
+2,524
903
$184K ﹤0.01%
2,474
+1,832
904
$183K ﹤0.01%
1,648
-121
905
$183K ﹤0.01%
19,562
+2,073
906
$183K ﹤0.01%
1,465
-1
907
$183K ﹤0.01%
1,664
+1,359
908
$183K ﹤0.01%
2,052
+289
909
$182K ﹤0.01%
3,585
+320
910
$181K ﹤0.01%
7,418
+976
911
$181K ﹤0.01%
2,491
912
$181K ﹤0.01%
18,026
-7,193
913
$180K ﹤0.01%
3,487
914
$179K ﹤0.01%
1,889
+797
915
$178K ﹤0.01%
2,287
+345
916
$178K ﹤0.01%
986
-330
917
$178K ﹤0.01%
1,879
+1,762
918
$178K ﹤0.01%
7,738
-2,518
919
$178K ﹤0.01%
1,407
-6
920
$177K ﹤0.01%
3,290
+1,873
921
$177K ﹤0.01%
2,163
922
$177K ﹤0.01%
2,970
+1,173
923
$176K ﹤0.01%
851
924
$176K ﹤0.01%
1,427
+158
925
$175K ﹤0.01%
321
+14
35 36
37
38 39