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
1276
$76K ﹤0.01%
896
+295
1277
$76K ﹤0.01%
1,735
+11
1278
$75K ﹤0.01%
1,768
-84
1279
$75K ﹤0.01%
326
+2
1280
$75K ﹤0.01%
4,432
1281
$75K ﹤0.01%
2,905
-49
1282
$75K ﹤0.01%
745
-349
1283
$75K ﹤0.01%
+1,703
1284
$75K ﹤0.01%
1,003
1285
$75K ﹤0.01%
+1,948
1286
$74K ﹤0.01%
3,395
+1,538
1287
$74K ﹤0.01%
3,007
+1,007
1288
$73K ﹤0.01%
467
-12
1289
$73K ﹤0.01%
9,710
+9,250
1290
$73K ﹤0.01%
602
+2
1291
$73K ﹤0.01%
1,122
+411
1292
$73K ﹤0.01%
1,248
-1,245
1293
$73K ﹤0.01%
586
+546
1294
$72K ﹤0.01%
+2,335
1295
$72K ﹤0.01%
1,364
-788
1296
$72K ﹤0.01%
4,979
-1,447
1297
$72K ﹤0.01%
1,562
+1,049
1298
$72K ﹤0.01%
887
1299
$71K ﹤0.01%
1,170
+970
1300
$71K ﹤0.01%
+2,060
50 51
52
53 54