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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1776
$22K ﹤0.01%
1,100
+400
1777
$21K ﹤0.01%
6,021
+1,000
1778
$21K ﹤0.01%
+221
1779
$21K ﹤0.01%
159
+2
1780
$21K ﹤0.01%
259
+3
1781
$21K ﹤0.01%
1,679
+601
1782
$21K ﹤0.01%
99
+40
1783
$21K ﹤0.01%
408
1784
$21K ﹤0.01%
397
-853
1785
$21K ﹤0.01%
550
+347
1786
$21K ﹤0.01%
196
1787
$21K ﹤0.01%
977
1788
$21K ﹤0.01%
401
1789
$21K ﹤0.01%
+700
1790
$21K ﹤0.01%
+345
1791
$21K ﹤0.01%
+333
1792
$21K ﹤0.01%
686
+650
1793
$21K ﹤0.01%
350
1794
$21K ﹤0.01%
600
1795
$21K ﹤0.01%
400
1796
$21K ﹤0.01%
+306
1797
$21K ﹤0.01%
369
+55
1798
$20K ﹤0.01%
+414
1799
$20K ﹤0.01%
391
-225
1800
$20K ﹤0.01%
1,145
+684
70 71
72
73 74