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
1401
$55K ﹤0.01%
830
-990
1402
$54K ﹤0.01%
3,291
-3,651
1403
$54K ﹤0.01%
1,668
+148
1404
$54K ﹤0.01%
83
+5
1405
$54K ﹤0.01%
+1,961
1406
$54K ﹤0.01%
+439
1407
$54K ﹤0.01%
3,700
1408
$53K ﹤0.01%
2,100
1409
$53K ﹤0.01%
1,282
+1,198
1410
$53K ﹤0.01%
1,348
-65,451
1411
$53K ﹤0.01%
1,068
-60
1412
$53K ﹤0.01%
658
-440
1413
$53K ﹤0.01%
882
+1
1414
$52K ﹤0.01%
837
+605
1415
$52K ﹤0.01%
3,088
-1,695
1416
$52K ﹤0.01%
891
-484
1417
$52K ﹤0.01%
435
1418
$52K ﹤0.01%
6,200
1419
$52K ﹤0.01%
1,113
+623
1420
$52K ﹤0.01%
1,570
-1,604
1421
$52K ﹤0.01%
435
+135
1422
$52K ﹤0.01%
375
+244
1423
$51K ﹤0.01%
859
+75
1424
$51K ﹤0.01%
317
+4
1425
$51K ﹤0.01%
1,084
55 56
57
58 59