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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
1876
$17K ﹤0.01%
350
1877
$17K ﹤0.01%
544
1878
$17K ﹤0.01%
210
1879
$17K ﹤0.01%
1,004
-1,125
1880
$17K ﹤0.01%
310
+248
1881
$17K ﹤0.01%
300
1882
$17K ﹤0.01%
470
1883
$17K ﹤0.01%
402
-740
1884
$17K ﹤0.01%
166
-16
1885
$17K ﹤0.01%
1,414
1886
$17K ﹤0.01%
114
+68
1887
$17K ﹤0.01%
201
+1
1888
$17K ﹤0.01%
213
1889
$17K ﹤0.01%
200
1890
$17K ﹤0.01%
75
1891
$17K ﹤0.01%
706
+227
1892
$16K ﹤0.01%
473
1893
$16K ﹤0.01%
450
+112
1894
$16K ﹤0.01%
1,659
+9
1895
$16K ﹤0.01%
136
+103
1896
$16K ﹤0.01%
496
1897
$16K ﹤0.01%
267
+1
1898
$16K ﹤0.01%
262
+58
1899
$16K ﹤0.01%
259
-250
1900
$16K ﹤0.01%
1,198
74 75
76
77 78