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
1351
$61K ﹤0.01%
975
+231
1352
$61K ﹤0.01%
758
+186
1353
$61K ﹤0.01%
953
+21
1354
$61K ﹤0.01%
5,203
+2,299
1355
$61K ﹤0.01%
1,160
+13
1356
$61K ﹤0.01%
+3,293
1357
$61K ﹤0.01%
+2,835
1358
$61K ﹤0.01%
1,385
1359
$61K ﹤0.01%
181
-57
1360
$61K ﹤0.01%
277
+13
1361
$61K ﹤0.01%
921
1362
$61K ﹤0.01%
3,740
+2,180
1363
$60K ﹤0.01%
4,412
+1,404
1364
$60K ﹤0.01%
1,270
+38
1365
$60K ﹤0.01%
355
+320
1366
$60K ﹤0.01%
1,361
1367
$60K ﹤0.01%
3,283
+158
1368
$60K ﹤0.01%
168
-78
1369
$59K ﹤0.01%
748
+654
1370
$59K ﹤0.01%
1,220
+5
1371
$59K ﹤0.01%
940
+2
1372
$59K ﹤0.01%
6,485
1373
$58K ﹤0.01%
1,732
+147
1374
$58K ﹤0.01%
5,755
+1,360
1375
$58K ﹤0.01%
485
53 54
55
56 57