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
1076
$124K ﹤0.01%
920
+26
1077
$124K ﹤0.01%
1,817
+1,169
1078
$124K ﹤0.01%
1,020
+555
1079
$123K ﹤0.01%
1,041
+39
1080
$123K ﹤0.01%
2,317
-109
1081
$123K ﹤0.01%
5,783
-1,950
1082
$122K ﹤0.01%
1,093
+932
1083
$122K ﹤0.01%
6,705
1084
$122K ﹤0.01%
3,339
-2
1085
$122K ﹤0.01%
877
+163
1086
$122K ﹤0.01%
2,493
-29
1087
$122K ﹤0.01%
1,963
+188
1088
$121K ﹤0.01%
6,492
+2,700
1089
$121K ﹤0.01%
3,793
-14
1090
$121K ﹤0.01%
2,976
+70
1091
$120K ﹤0.01%
357
+102
1092
$120K ﹤0.01%
1,559
+375
1093
$120K ﹤0.01%
1,587
1094
$119K ﹤0.01%
2,825
+1,535
1095
$119K ﹤0.01%
8,381
-299
1096
$119K ﹤0.01%
723
-355
1097
$118K ﹤0.01%
12,178
+198
1098
$118K ﹤0.01%
2,428
+9
1099
$117K ﹤0.01%
1,980
1100
$117K ﹤0.01%
2,848
+1,961
42 43
44
45 46