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
1126
$111K ﹤0.01%
4,016
+1,013
1127
$111K ﹤0.01%
946
1128
$111K ﹤0.01%
1,347
-16
1129
$111K ﹤0.01%
577
+387
1130
$110K ﹤0.01%
1,074
-21
1131
$109K ﹤0.01%
2,062
+150
1132
$109K ﹤0.01%
2,762
+363
1133
$109K ﹤0.01%
671
+78
1134
$108K ﹤0.01%
1,427
+623
1135
$108K ﹤0.01%
3,620
+3,300
1136
$108K ﹤0.01%
249
-43
1137
$107K ﹤0.01%
1,891
+1,239
1138
$107K ﹤0.01%
2,887
1139
$107K ﹤0.01%
6,128
+659
1140
$107K ﹤0.01%
325
-8
1141
$107K ﹤0.01%
4,975
1142
$107K ﹤0.01%
1,544
-14
1143
$107K ﹤0.01%
3,055
+200
1144
$107K ﹤0.01%
796
+49
1145
$106K ﹤0.01%
1,730
+300
1146
$105K ﹤0.01%
606
+198
1147
$105K ﹤0.01%
345
+55
1148
$105K ﹤0.01%
100,000
-4,000
1149
$105K ﹤0.01%
3,378
-65,143
1150
$105K ﹤0.01%
2,440
+700
44 45
46
47 48