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
1826
$19K ﹤0.01%
205
+80
1827
$19K ﹤0.01%
591
+402
1828
$19K ﹤0.01%
900
1829
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1,038
-50
1830
$19K ﹤0.01%
192
1831
$19K ﹤0.01%
1,369
+269
1832
$19K ﹤0.01%
381
1833
$19K ﹤0.01%
53
-73
1834
$19K ﹤0.01%
210
1835
$19K ﹤0.01%
668
+8
1836
$19K ﹤0.01%
1,720
1837
$19K ﹤0.01%
1,442
1838
$19K ﹤0.01%
1,000
1839
$19K ﹤0.01%
1,136
+651
1840
$19K ﹤0.01%
+280
1841
$19K ﹤0.01%
1,000
1842
$19K ﹤0.01%
850
+200
1843
$18K ﹤0.01%
180
1844
$18K ﹤0.01%
+455
1845
$18K ﹤0.01%
820
-13,449
1846
$18K ﹤0.01%
376
-132
1847
$18K ﹤0.01%
393
+2
1848
$18K ﹤0.01%
155
-348
1849
$18K ﹤0.01%
480
1850
$18K ﹤0.01%
+607
72 73
74
75 76