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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
1801
$20K ﹤0.01%
+860
1802
$20K ﹤0.01%
+200
1803
$20K ﹤0.01%
454
1804
$20K ﹤0.01%
+900
1805
$20K ﹤0.01%
596
-237
1806
$20K ﹤0.01%
1,517
+656
1807
$20K ﹤0.01%
85
-5
1808
$20K ﹤0.01%
160
1809
$20K ﹤0.01%
1,340
1810
$20K ﹤0.01%
+245
1811
$20K ﹤0.01%
+1,500
1812
$20K ﹤0.01%
135
-208
1813
$20K ﹤0.01%
+3,175
1814
$20K ﹤0.01%
447
-72
1815
$20K ﹤0.01%
1,000
+300
1816
$20K ﹤0.01%
500
1817
$20K ﹤0.01%
300
1818
$20K ﹤0.01%
6,277
1819
$20K ﹤0.01%
180
+36
1820
$20K ﹤0.01%
2,227
-2,372
1821
$20K ﹤0.01%
251
+57
1822
$19K ﹤0.01%
205
+80
1823
$19K ﹤0.01%
591
+402
1824
$19K ﹤0.01%
900
1825
$19K ﹤0.01%
1,038
-50
71 72
73
74 75