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
926
$174K ﹤0.01%
23,634
+4,756
927
$174K ﹤0.01%
2,351
+115
928
$173K ﹤0.01%
10,014
+2,694
929
$173K ﹤0.01%
304
-1,304
930
$173K ﹤0.01%
2,018
-10
931
$173K ﹤0.01%
+6,118
932
$173K ﹤0.01%
2,068
933
$173K ﹤0.01%
+8,420
934
$172K ﹤0.01%
4,145
+427
935
$172K ﹤0.01%
2,774
-399
936
$170K ﹤0.01%
6,499
+5,568
937
$170K ﹤0.01%
3,681
-266
938
$170K ﹤0.01%
517
-3
939
$170K ﹤0.01%
1,246
+903
940
$170K ﹤0.01%
1,177
-341
941
$169K ﹤0.01%
1,302
-1,376
942
$169K ﹤0.01%
892
-280
943
$168K ﹤0.01%
2,071
-323
944
$168K ﹤0.01%
497
-2
945
$167K ﹤0.01%
6,752
+227
946
$167K ﹤0.01%
754
-4
947
$167K ﹤0.01%
3,300
+1,650
948
$167K ﹤0.01%
5,024
+1,772
949
$166K ﹤0.01%
13,250
+270
950
$166K ﹤0.01%
5,958
+1,109
36 37
38
39 40