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
951
$166K ﹤0.01%
10,000
952
$166K ﹤0.01%
4,357
-2,047
953
$166K ﹤0.01%
3,486
-1,020
954
$165K ﹤0.01%
920
-653
955
$165K ﹤0.01%
4,153
956
$164K ﹤0.01%
271
-49
957
$164K ﹤0.01%
3,562
+632
958
$164K ﹤0.01%
2,726
-8,682
959
$163K ﹤0.01%
1,421
+725
960
$163K ﹤0.01%
9,513
+6,547
961
$163K ﹤0.01%
3,309
+1
962
$162K ﹤0.01%
235
+189
963
$162K ﹤0.01%
5,087
-335
964
$162K ﹤0.01%
2,225
+1,576
965
$162K ﹤0.01%
2,203
-1,279
966
$162K ﹤0.01%
3,665
+323
967
$162K ﹤0.01%
5,929
968
$162K ﹤0.01%
2,679
+49
969
$162K ﹤0.01%
4,902
970
$161K ﹤0.01%
1,227
+137
971
$161K ﹤0.01%
915
+151
972
$160K ﹤0.01%
3,506
+786
973
$160K ﹤0.01%
3,996
+2,771
974
$159K ﹤0.01%
3,400
+1,589
975
$158K ﹤0.01%
3,323
+100
37 38
39
40 41