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
1726
$25K ﹤0.01%
+426
1727
$25K ﹤0.01%
3,465
1728
$25K ﹤0.01%
2,257
-100
1729
$24K ﹤0.01%
1,500
+400
1730
$24K ﹤0.01%
585
-225
1731
$24K ﹤0.01%
136
+36
1732
$24K ﹤0.01%
957
+21
1733
$24K ﹤0.01%
+772
1734
$24K ﹤0.01%
98
1735
$24K ﹤0.01%
1,132
1736
$24K ﹤0.01%
292
+83
1737
$24K ﹤0.01%
500
-900
1738
$24K ﹤0.01%
310
+100
1739
$24K ﹤0.01%
720
1740
$24K ﹤0.01%
1,000
-15
1741
$23K ﹤0.01%
525
-771
1742
$23K ﹤0.01%
238
+63
1743
$23K ﹤0.01%
1,225
+152
1744
$23K ﹤0.01%
573
-138
1745
$23K ﹤0.01%
1,318
+61
1746
$23K ﹤0.01%
+1,000
1747
$23K ﹤0.01%
4,000
1748
$23K ﹤0.01%
599
+66
1749
$23K ﹤0.01%
387
-2
1750
$23K ﹤0.01%
318
+287
68 69
70
71 72