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
1526
$40K ﹤0.01%
+1,506
1527
$40K ﹤0.01%
414
-355
1528
$40K ﹤0.01%
8,500
1529
$40K ﹤0.01%
1,222
-3,447
1530
$39K ﹤0.01%
556
+349
1531
$39K ﹤0.01%
183
-12
1532
$39K ﹤0.01%
617
-11
1533
$39K ﹤0.01%
925
+35
1534
$39K ﹤0.01%
304
+4
1535
$39K ﹤0.01%
356
+90
1536
$39K ﹤0.01%
1,323
-551
1537
$39K ﹤0.01%
147
-67
1538
$39K ﹤0.01%
256
+2
1539
$38K ﹤0.01%
646
-14
1540
$38K ﹤0.01%
433
-11
1541
$38K ﹤0.01%
705
1542
$38K ﹤0.01%
626
+376
1543
$38K ﹤0.01%
214
-24
1544
$38K ﹤0.01%
775
+1
1545
$38K ﹤0.01%
957
+808
1546
$38K ﹤0.01%
1,720
+500
1547
$38K ﹤0.01%
453
+32
1548
$38K ﹤0.01%
1,016
-14,171
1549
$37K ﹤0.01%
181
+117
1550
$37K ﹤0.01%
383
+207
60 61
62
63 64