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
1876
$17K ﹤0.01%
181
+31
1877
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116
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1878
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365
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1880
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1881
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1882
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1883
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1884
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1885
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-1,125
1886
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114
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1888
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+1
1889
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1890
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1891
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1892
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1893
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450
+112
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$16K ﹤0.01%
267
+1
1896
$16K ﹤0.01%
262
+58
1897
$16K ﹤0.01%
1,198
1898
$16K ﹤0.01%
400
1899
$16K ﹤0.01%
1,250
-555
1900
$16K ﹤0.01%
1,050
74 75
76
77 78