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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1501
$42K ﹤0.01%
714
+330
1502
$42K ﹤0.01%
1,204
-77
1503
$42K ﹤0.01%
1,375
-328
1504
$42K ﹤0.01%
574
-461
1505
$42K ﹤0.01%
+810
1506
$42K ﹤0.01%
1,000
+800
1507
$42K ﹤0.01%
747
-62
1508
$41K ﹤0.01%
301
-341
1509
$41K ﹤0.01%
820
+755
1510
$41K ﹤0.01%
2,271
+2,091
1511
$41K ﹤0.01%
1,220
1512
$41K ﹤0.01%
131
1513
$41K ﹤0.01%
400
1514
$41K ﹤0.01%
+175
1515
$41K ﹤0.01%
1,240
+133
1516
$41K ﹤0.01%
1,050
+330
1517
$41K ﹤0.01%
574
+353
1518
$40K ﹤0.01%
311
+50
1519
$40K ﹤0.01%
1,011
+916
1520
$40K ﹤0.01%
1,400
+1,000
1521
$40K ﹤0.01%
112
-338
1522
$40K ﹤0.01%
+1,506
1523
$40K ﹤0.01%
193
-300
1524
$40K ﹤0.01%
414
-355
1525
$40K ﹤0.01%
8,500
59 60
61
62 63