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
976
$158K ﹤0.01%
4,219
-2
977
$158K ﹤0.01%
2,123
+55
978
$158K ﹤0.01%
988
-197
979
$158K ﹤0.01%
6,530
+830
980
$157K ﹤0.01%
5,334
-500
981
$157K ﹤0.01%
45,000
982
$157K ﹤0.01%
4,858
+1,087
983
$156K ﹤0.01%
5,023
984
$155K ﹤0.01%
644
-2
985
$155K ﹤0.01%
2,646
+1,258
986
$154K ﹤0.01%
693
-4
987
$154K ﹤0.01%
9,493
988
$153K ﹤0.01%
4,616
-138
989
$153K ﹤0.01%
7,466
+1,636
990
$153K ﹤0.01%
3,770
-465
991
$153K ﹤0.01%
5,523
+1,210
992
$152K ﹤0.01%
2,936
+1,103
993
$150K ﹤0.01%
3,025
+1,001
994
$150K ﹤0.01%
1,053
-944
995
$150K ﹤0.01%
5,130
-2,833
996
$150K ﹤0.01%
1,366
+1
997
$149K ﹤0.01%
4,174
+982
998
$149K ﹤0.01%
7,628
-3,211
999
$149K ﹤0.01%
1,286
+841
1000
$148K ﹤0.01%
3,016
+377
38 39
40
41 42