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
1676
$28K ﹤0.01%
482
1677
$28K ﹤0.01%
159
1678
$27K ﹤0.01%
1,000
-1,117
1679
$27K ﹤0.01%
324
+290
1680
$27K ﹤0.01%
700
+300
1681
$27K ﹤0.01%
+350
1682
$27K ﹤0.01%
343
1683
$27K ﹤0.01%
+685
1684
$27K ﹤0.01%
2,260
1685
$27K ﹤0.01%
1,031
1686
$27K ﹤0.01%
159
+20
1687
$27K ﹤0.01%
591
-75
1688
$27K ﹤0.01%
313
+135
1689
$27K ﹤0.01%
1,250
-7,450
1690
$27K ﹤0.01%
903
1691
$26K ﹤0.01%
425
1692
$26K ﹤0.01%
436
1693
$26K ﹤0.01%
800
1694
$26K ﹤0.01%
1,275
-100
1695
$26K ﹤0.01%
170
1696
$26K ﹤0.01%
1,300
1697
$26K ﹤0.01%
108
+91
1698
$26K ﹤0.01%
776
+46
1699
$26K ﹤0.01%
262
+1
1700
$26K ﹤0.01%
294
66 67
68
69 70