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
126
$4M 0.08%
53,922
+826
127
$3.96M 0.08%
37,868
+8,153
128
$3.94M 0.08%
116,801
+7,347
129
$3.92M 0.08%
99,175
+52,949
130
$3.87M 0.08%
16,792
-811
131
$3.86M 0.08%
18,710
+335
132
$3.84M 0.08%
13,024
-705
133
$3.79M 0.08%
74,682
+2,060
134
$3.77M 0.08%
24,416
-1,043
135
$3.76M 0.08%
172,857
+234
136
$3.75M 0.08%
91,069
+15,442
137
$3.72M 0.08%
15,250
-5,916
138
$3.69M 0.08%
26,300
+696
139
$3.68M 0.08%
95,426
+16,306
140
$3.65M 0.08%
10,534
+548
141
$3.63M 0.08%
70,593
+17,476
142
$3.55M 0.07%
39,486
+11,151
143
$3.51M 0.07%
30,031
+6,828
144
$3.47M 0.07%
171,800
+50,120
145
$3.47M 0.07%
68,296
+14,487
146
$3.46M 0.07%
125,480
+121,550
147
$3.43M 0.07%
45,863
+3,072
148
$3.38M 0.07%
65,245
+32,451
149
$3.35M 0.07%
69,083
+4,750
150
$3.34M 0.07%
100,391
+94,669
4 5
6
7 8