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
1476
$45K ﹤0.01%
1,179
+881
1477
$45K ﹤0.01%
75
1478
$45K ﹤0.01%
678
-300
1479
$45K ﹤0.01%
+910
1480
$45K ﹤0.01%
1,750
1481
$45K ﹤0.01%
240
+23
1482
$44K ﹤0.01%
1,211
+569
1483
$44K ﹤0.01%
1,018
-16,195
1484
$44K ﹤0.01%
730
-1,200
1485
$44K ﹤0.01%
222
-720
1486
$44K ﹤0.01%
385
-13
1487
$44K ﹤0.01%
548
+260
1488
$44K ﹤0.01%
2,580
-1,435
1489
$44K ﹤0.01%
471
-450
1490
$44K ﹤0.01%
+2,011
1491
$44K ﹤0.01%
1,173
-1,358
1492
$44K ﹤0.01%
+150
1493
$44K ﹤0.01%
1,115
-499
1494
$43K ﹤0.01%
1,834
+950
1495
$43K ﹤0.01%
1,190
+758
1496
$43K ﹤0.01%
1,460
+293
1497
$43K ﹤0.01%
418
1498
$43K ﹤0.01%
818
+26
1499
$42K ﹤0.01%
574
-461
1500
$42K ﹤0.01%
265
+5
58 59
60
61 62