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
1226
$87K ﹤0.01%
1,105
+130
1227
$87K ﹤0.01%
646
+100
1228
$87K ﹤0.01%
1,150
1229
$87K ﹤0.01%
5,093
-2,254
1230
$86K ﹤0.01%
2,680
+100
1231
$86K ﹤0.01%
2,265
1232
$86K ﹤0.01%
1,503
1233
$85K ﹤0.01%
1,990
1234
$85K ﹤0.01%
322
+37
1235
$85K ﹤0.01%
1,393
+175
1236
$85K ﹤0.01%
1,178
+1,034
1237
$84K ﹤0.01%
386
+309
1238
$84K ﹤0.01%
2,547
+12
1239
$84K ﹤0.01%
563
+269
1240
$84K ﹤0.01%
1,293
1241
$84K ﹤0.01%
1,905
-496
1242
$83K ﹤0.01%
1,555
+121
1243
$83K ﹤0.01%
606
-160
1244
$83K ﹤0.01%
1,184
+431
1245
$82K ﹤0.01%
2,044
+415
1246
$82K ﹤0.01%
1,865
1247
$82K ﹤0.01%
298
-58
1248
$82K ﹤0.01%
1,973
-6
1249
$81K ﹤0.01%
2,308
-69
1250
$81K ﹤0.01%
1,819
48 49
50
51 52