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
1201
$94K ﹤0.01%
2,272
+2,019
1202
$93K ﹤0.01%
760
+40
1203
$93K ﹤0.01%
3,062
+2,095
1204
$93K ﹤0.01%
2,865
+1,935
1205
$92K ﹤0.01%
1,637
-6
1206
$92K ﹤0.01%
1,377
-830
1207
$92K ﹤0.01%
902
+122
1208
$92K ﹤0.01%
1,518
+1,335
1209
$92K ﹤0.01%
2,554
+1,381
1210
$92K ﹤0.01%
1,029
+938
1211
$91K ﹤0.01%
1,017
1212
$91K ﹤0.01%
+3,525
1213
$91K ﹤0.01%
86
1214
$90K ﹤0.01%
3,345
+957
1215
$90K ﹤0.01%
2,680
+1,946
1216
$89K ﹤0.01%
3,140
+175
1217
$89K ﹤0.01%
932
+796
1218
$89K ﹤0.01%
783
+184
1219
$89K ﹤0.01%
2,160
-1,994
1220
$89K ﹤0.01%
4,700
1221
$88K ﹤0.01%
+1,340
1222
$88K ﹤0.01%
380
-280
1223
$88K ﹤0.01%
2,917
-1,526
1224
$88K ﹤0.01%
+2,843
1225
$88K ﹤0.01%
1,922
-1,020
47 48
49
50 51