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
1026
$140K ﹤0.01%
1,468
+580
1027
$140K ﹤0.01%
7,269
+458
1028
$140K ﹤0.01%
3,231
+117
1029
$139K ﹤0.01%
7,619
-5
1030
$138K ﹤0.01%
1,370
-1
1031
$137K ﹤0.01%
3,100
1032
$137K ﹤0.01%
165
-35
1033
$137K ﹤0.01%
1,324
-2
1034
$136K ﹤0.01%
1,214
+388
1035
$136K ﹤0.01%
1,352
1036
$135K ﹤0.01%
1,348
-1,334
1037
$135K ﹤0.01%
9,221
-6,114
1038
$134K ﹤0.01%
3,529
+2
1039
$134K ﹤0.01%
1,568
+492
1040
$134K ﹤0.01%
28,174
+24,599
1041
$134K ﹤0.01%
296
+224
1042
$134K ﹤0.01%
5,714
+828
1043
$134K ﹤0.01%
146
+24
1044
$133K ﹤0.01%
934
+121
1045
$133K ﹤0.01%
3,953
-8
1046
$133K ﹤0.01%
823
-31
1047
$133K ﹤0.01%
1,120
+33
1048
$132K ﹤0.01%
1,258
-876
1049
$132K ﹤0.01%
2,300
+200
1050
$132K ﹤0.01%
6,498
+57
40 41
42
43 44