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
1326
$65K ﹤0.01%
1,092
-3,743
1327
$65K ﹤0.01%
270
+36
1328
$65K ﹤0.01%
1,107
1329
$64K ﹤0.01%
+1,780
1330
$64K ﹤0.01%
687
+305
1331
$64K ﹤0.01%
+1,740
1332
$64K ﹤0.01%
248
+6
1333
$64K ﹤0.01%
1,741
+375
1334
$64K ﹤0.01%
5,909
+503
1335
$64K ﹤0.01%
853
-362
1336
$64K ﹤0.01%
810
+203
1337
$63K ﹤0.01%
5,205
-4,800
1338
$63K ﹤0.01%
684
+31
1339
$63K ﹤0.01%
1,121
1340
$63K ﹤0.01%
4,226
-6
1341
$62K ﹤0.01%
1,968
+1,909
1342
$62K ﹤0.01%
723
+45
1343
$62K ﹤0.01%
2,307
1344
$62K ﹤0.01%
291
1345
$62K ﹤0.01%
1,400
-2,001
1346
$62K ﹤0.01%
1,750
1347
$62K ﹤0.01%
588
+8
1348
$62K ﹤0.01%
2,113
+474
1349
$61K ﹤0.01%
2,117
1350
$61K ﹤0.01%
4,587
52 53
54
55 56