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
1651
$30K ﹤0.01%
828
1652
$29K ﹤0.01%
+500
1653
$29K ﹤0.01%
+1,108
1654
$29K ﹤0.01%
645
1655
$29K ﹤0.01%
741
1656
$29K ﹤0.01%
+800
1657
$29K ﹤0.01%
651
+501
1658
$29K ﹤0.01%
742
+10
1659
$29K ﹤0.01%
+710
1660
$29K ﹤0.01%
1,208
-276
1661
$29K ﹤0.01%
351
-150
1662
$29K ﹤0.01%
312
-113
1663
$29K ﹤0.01%
584
+27
1664
$29K ﹤0.01%
1,604
+1,000
1665
$29K ﹤0.01%
1,000
-875
1666
$29K ﹤0.01%
24
+3
1667
$28K ﹤0.01%
+2,000
1668
$28K ﹤0.01%
512
+320
1669
$28K ﹤0.01%
710
1670
$28K ﹤0.01%
+501
1671
$28K ﹤0.01%
2,778
1672
$28K ﹤0.01%
190
1673
$28K ﹤0.01%
858
+195
1674
$28K ﹤0.01%
5,248
+1
1675
$28K ﹤0.01%
624
+345
65 66
67
68 69