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
1176
$99K ﹤0.01%
2,460
-48
1177
$99K ﹤0.01%
2,064
+783
1178
$99K ﹤0.01%
304
+292
1179
$99K ﹤0.01%
3,223
+2,223
1180
$99K ﹤0.01%
4,860
+2,870
1181
$99K ﹤0.01%
1,060
-21
1182
$98K ﹤0.01%
+4,121
1183
$98K ﹤0.01%
853
+424
1184
$98K ﹤0.01%
3,500
1185
$98K ﹤0.01%
271
1186
$98K ﹤0.01%
82
1187
$98K ﹤0.01%
1,062
1188
$97K ﹤0.01%
+1,491
1189
$97K ﹤0.01%
4,514
+522
1190
$97K ﹤0.01%
2,730
-87
1191
$96K ﹤0.01%
10,000
1192
$96K ﹤0.01%
2,461
-876
1193
$96K ﹤0.01%
639
+105
1194
$96K ﹤0.01%
983
1195
$95K ﹤0.01%
4,804
+3,484
1196
$95K ﹤0.01%
37,039
+2,339
1197
$94K ﹤0.01%
25,000
+5,000
1198
$94K ﹤0.01%
2,974
1199
$94K ﹤0.01%
3,954
+3,819
1200
$94K ﹤0.01%
1,078
-130
46 47
48
49 50