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
1851
$18K ﹤0.01%
514
+97
1852
$18K ﹤0.01%
2,109
1853
$18K ﹤0.01%
139
1854
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247
1855
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67
-6
1856
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667
1857
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600
1858
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189
-918
1859
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161
+56
1860
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132
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1861
$18K ﹤0.01%
+434
1862
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450
1863
$18K ﹤0.01%
3,670
+10
1864
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125
+6
1865
$18K ﹤0.01%
745
-76
1866
$18K ﹤0.01%
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1867
$18K ﹤0.01%
834
1868
$18K ﹤0.01%
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1869
$17K ﹤0.01%
310
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1870
$17K ﹤0.01%
706
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1871
$17K ﹤0.01%
530
1872
$17K ﹤0.01%
470
1873
$17K ﹤0.01%
402
-740
1874
$17K ﹤0.01%
166
-16
1875
$17K ﹤0.01%
1,414
73 74
75
76 77