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
1751
$23K ﹤0.01%
120
1752
$23K ﹤0.01%
94
+63
1753
$23K ﹤0.01%
1,850
1754
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855
1755
$23K ﹤0.01%
173
+24
1756
$23K ﹤0.01%
500
-415
1757
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656
+244
1758
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100
1759
$23K ﹤0.01%
539
+32
1760
– –
0
1761
$23K ﹤0.01%
491
+41
1762
$23K ﹤0.01%
575
1763
$23K ﹤0.01%
+1,401
1764
$23K ﹤0.01%
121
-28
1765
$22K ﹤0.01%
5,870
-99
1766
$22K ﹤0.01%
897
1767
$22K ﹤0.01%
1,100
+400
1768
$22K ﹤0.01%
410
1769
$22K ﹤0.01%
212
1770
$22K ﹤0.01%
400
1771
$22K ﹤0.01%
445
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1772
$22K ﹤0.01%
+585
1773
$22K ﹤0.01%
490
1774
$22K ﹤0.01%
+473
1775
$22K ﹤0.01%
+610
69 70
71
72 73