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
1001
$148K ﹤0.01%
1,954
+6
1002
$148K ﹤0.01%
2,126
+557
1003
$148K ﹤0.01%
622
+178
1004
$147K ﹤0.01%
339
+164
1005
$147K ﹤0.01%
109
-7
1006
$147K ﹤0.01%
1,514
-111
1007
$147K ﹤0.01%
1,380
-16
1008
$146K ﹤0.01%
2,325
-52
1009
$146K ﹤0.01%
1,295
-150
1010
$145K ﹤0.01%
1,896
+1,646
1011
$144K ﹤0.01%
6,987
+2,476
1012
$144K ﹤0.01%
1,200
1013
$143K ﹤0.01%
585
+3
1014
$143K ﹤0.01%
+4,733
1015
$143K ﹤0.01%
2,019
+756
1016
$143K ﹤0.01%
1,566
+196
1017
$142K ﹤0.01%
+3,857
1018
$142K ﹤0.01%
444
-140
1019
$142K ﹤0.01%
482
-165
1020
$141K ﹤0.01%
1,970
-5
1021
$141K ﹤0.01%
+2,550
1022
$141K ﹤0.01%
3,878
-1,610
1023
$141K ﹤0.01%
5,532
+2,991
1024
$141K ﹤0.01%
9,300
1025
$140K ﹤0.01%
8,822
+2,723
39 40
41
42 43