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
1051
$132K ﹤0.01%
854
-375
1052
$131K ﹤0.01%
860
+722
1053
$131K ﹤0.01%
1,020
+180
1054
$131K ﹤0.01%
2,452
-94
1055
$131K ﹤0.01%
720
+355
1056
$130K ﹤0.01%
8,459
-1,263
1057
$130K ﹤0.01%
2,350
+1,300
1058
$129K ﹤0.01%
3,775
-115
1059
$129K ﹤0.01%
2,944
+350
1060
$129K ﹤0.01%
3
-2
1061
$127K ﹤0.01%
2,449
+396
1062
$126K ﹤0.01%
2,068
-1,284
1063
$126K ﹤0.01%
2,115
+1,915
1064
$126K ﹤0.01%
+5,570
1065
$126K ﹤0.01%
833
-315
1066
$126K ﹤0.01%
1,648
+997
1067
$126K ﹤0.01%
227
+1
1068
$125K ﹤0.01%
404
1069
$125K ﹤0.01%
623
+9
1070
$125K ﹤0.01%
2,466
+1
1071
$125K ﹤0.01%
2,489
-1,857
1072
$125K ﹤0.01%
2,074
-86
1073
$124K ﹤0.01%
2,157
+270
1074
$124K ﹤0.01%
4,112
-1,359
1075
$124K ﹤0.01%
3,550
+500
41 42
43
44 45