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
1451
$48K ﹤0.01%
964
+642
1452
$47K ﹤0.01%
1,209
+1,019
1453
$47K ﹤0.01%
1,383
1454
$47K ﹤0.01%
959
1455
$47K ﹤0.01%
487
-9,063
1456
$47K ﹤0.01%
886
+300
1457
$47K ﹤0.01%
2,026
+105
1458
$47K ﹤0.01%
+1,800
1459
$47K ﹤0.01%
1,110
+396
1460
$47K ﹤0.01%
+536
1461
$47K ﹤0.01%
500
1462
$47K ﹤0.01%
457
1463
$47K ﹤0.01%
2,014
-911
1464
$47K ﹤0.01%
246
+9
1465
$47K ﹤0.01%
1,394
+1,138
1466
$47K ﹤0.01%
+870
1467
$47K ﹤0.01%
527
+404
1468
$47K ﹤0.01%
6,260
+4
1469
$47K ﹤0.01%
83
-6,850
1470
$46K ﹤0.01%
2,000
1471
$46K ﹤0.01%
+459
1472
$46K ﹤0.01%
790
+700
1473
$46K ﹤0.01%
500
1474
$46K ﹤0.01%
197
+5
1475
$46K ﹤0.01%
500
-1
57 58
59
60 61