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
1551
$37K ﹤0.01%
680
+100
1552
$37K ﹤0.01%
370
1553
$37K ﹤0.01%
720
1554
$37K ﹤0.01%
118
+21
1555
$37K ﹤0.01%
+1,140
1556
$37K ﹤0.01%
1,851
1557
$37K ﹤0.01%
+400
1558
$37K ﹤0.01%
475
1559
$37K ﹤0.01%
500
1560
$37K ﹤0.01%
+7,000
1561
$36K ﹤0.01%
860
+537
1562
$36K ﹤0.01%
375
+22
1563
$36K ﹤0.01%
+1,390
1564
$36K ﹤0.01%
186
-256
1565
$36K ﹤0.01%
1,624
-1,872
1566
$36K ﹤0.01%
706
-47
1567
$36K ﹤0.01%
396
-237
1568
$36K ﹤0.01%
465
+376
1569
$36K ﹤0.01%
390
1570
$36K ﹤0.01%
726
-87
1571
$36K ﹤0.01%
660
+60
1572
$36K ﹤0.01%
223
+158
1573
$36K ﹤0.01%
773
+755
1574
$36K ﹤0.01%
789
+131
1575
$35K ﹤0.01%
1,037
+398
61 62
63
64 65