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
1576
$35K ﹤0.01%
968
-500
1577
$35K ﹤0.01%
495
+439
1578
$35K ﹤0.01%
2,278
+2,000
1579
$35K ﹤0.01%
1,024
+38
1580
$35K ﹤0.01%
372
-102
1581
$35K ﹤0.01%
1,080
+621
1582
$35K ﹤0.01%
1,328
+236
1583
$35K ﹤0.01%
1,000
+440
1584
$35K ﹤0.01%
1,878
1585
$35K ﹤0.01%
1,108
+250
1586
$35K ﹤0.01%
1,671
-308
1587
$35K ﹤0.01%
+2,021
1588
$35K ﹤0.01%
930
1589
$35K ﹤0.01%
1,535
+48
1590
$35K ﹤0.01%
4,173
1591
$34K ﹤0.01%
713
1592
$34K ﹤0.01%
1,000
1593
$34K ﹤0.01%
401
+131
1594
$34K ﹤0.01%
950
-100
1595
$34K ﹤0.01%
571
1596
$34K ﹤0.01%
+480
1597
$34K ﹤0.01%
130
+80
1598
$34K ﹤0.01%
324
-1,159
1599
$33K ﹤0.01%
169
1600
$33K ﹤0.01%
933
+3
62 63
64
65 66