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
1701
$26K ﹤0.01%
597
-2,725
1702
$26K ﹤0.01%
137
+4
1703
$26K ﹤0.01%
161
+14
1704
$26K ﹤0.01%
1,100
1705
$26K ﹤0.01%
1,000
1706
$25K ﹤0.01%
822
+133
1707
$25K ﹤0.01%
130
-181
1708
$25K ﹤0.01%
+935
1709
$25K ﹤0.01%
324
+146
1710
$25K ﹤0.01%
332
+233
1711
$25K ﹤0.01%
41
1712
$25K ﹤0.01%
1,446
+1,350
1713
$25K ﹤0.01%
52
-2
1714
$25K ﹤0.01%
290
+223
1715
$25K ﹤0.01%
401
-90
1716
$25K ﹤0.01%
+365
1717
$25K ﹤0.01%
615
-705
1718
$25K ﹤0.01%
88
-2
1719
$25K ﹤0.01%
321
-69
1720
$25K ﹤0.01%
1,099
+331
1721
$25K ﹤0.01%
616
-118
1722
$25K ﹤0.01%
1,016
1723
$25K ﹤0.01%
1,000
-55
1724
$25K ﹤0.01%
700
-50
1725
$25K ﹤0.01%
487
+131
67 68
69
70 71