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
1601
$33K ﹤0.01%
134
-17
1602
$33K ﹤0.01%
678
+200
1603
$33K ﹤0.01%
426
+277
1604
$33K ﹤0.01%
670
+257
1605
$33K ﹤0.01%
335
1606
$33K ﹤0.01%
724
-140
1607
$33K ﹤0.01%
943
+3
1608
$33K ﹤0.01%
1,529
-42
1609
$33K ﹤0.01%
1,238
+1
1610
$33K ﹤0.01%
561
+411
1611
$33K ﹤0.01%
177
+130
1612
$33K ﹤0.01%
234
1613
$32K ﹤0.01%
4,469
1614
$32K ﹤0.01%
158
-95
1615
$32K ﹤0.01%
1,000
1616
$32K ﹤0.01%
+864
1617
$32K ﹤0.01%
462
1618
$32K ﹤0.01%
204
-39
1619
$32K ﹤0.01%
861
1620
$32K ﹤0.01%
165
-674
1621
$31K ﹤0.01%
436
+320
1622
$31K ﹤0.01%
1,301
+13
1623
$31K ﹤0.01%
104
+4
1624
$31K ﹤0.01%
208
+3
1625
$31K ﹤0.01%
470
+30
63 64
65
66 67