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
1376
$58K ﹤0.01%
978
+478
1377
$58K ﹤0.01%
125
+9
1378
$58K ﹤0.01%
4,438
-5,594
1379
$57K ﹤0.01%
398
+45
1380
$57K ﹤0.01%
950
+850
1381
$57K ﹤0.01%
769
+20
1382
$57K ﹤0.01%
4,036
-2,393
1383
$57K ﹤0.01%
312
-260
1384
$57K ﹤0.01%
405
+63
1385
$57K ﹤0.01%
696
+145
1386
$56K ﹤0.01%
575
-990
1387
$56K ﹤0.01%
256
-1,056
1388
$56K ﹤0.01%
1,881
-2,285
1389
$56K ﹤0.01%
2,347
1390
$56K ﹤0.01%
316
+59
1391
$56K ﹤0.01%
2,287
-11
1392
$56K ﹤0.01%
1,100
1393
$55K ﹤0.01%
1,109
-363
1394
$55K ﹤0.01%
286
1395
$55K ﹤0.01%
469
-51
1396
$55K ﹤0.01%
2,000
1397
$55K ﹤0.01%
1,169
-5
1398
$55K ﹤0.01%
439
+72
1399
$55K ﹤0.01%
1,934
1400
$55K ﹤0.01%
561
54 55
56
57 58