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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
1901
$16K ﹤0.01%
384
-54
1902
$16K ﹤0.01%
266
1903
$16K ﹤0.01%
654
+237
1904
$16K ﹤0.01%
350
1905
$16K ﹤0.01%
217
1906
$16K ﹤0.01%
400
1907
$16K ﹤0.01%
223
-1
1908
$16K ﹤0.01%
750
1909
$16K ﹤0.01%
+500
1910
$16K ﹤0.01%
1,014
+200
1911
$16K ﹤0.01%
351
-558
1912
$16K ﹤0.01%
+230
1913
$16K ﹤0.01%
+65
1914
$16K ﹤0.01%
802
-2,348
1915
$16K ﹤0.01%
1,250
-555
1916
$16K ﹤0.01%
337
-136
1917
$16K ﹤0.01%
73,618
+17,559
1918
$16K ﹤0.01%
1,050
1919
$15K ﹤0.01%
+706
1920
$15K ﹤0.01%
750
1921
$15K ﹤0.01%
174
-2,339
1922
$15K ﹤0.01%
300
1923
$15K ﹤0.01%
475
1924
$15K ﹤0.01%
750
1925
$15K ﹤0.01%
950
75 76
77
78 79