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
1926
$15K ﹤0.01%
950
1927
$15K ﹤0.01%
547
-115
1928
$15K ﹤0.01%
1,900
1929
$15K ﹤0.01%
598
-152
1930
$15K ﹤0.01%
2,874
-18
1931
$15K ﹤0.01%
206
+110
1932
$15K ﹤0.01%
4,216
1933
$15K ﹤0.01%
375
-510
1934
$15K ﹤0.01%
375
+250
1935
$15K ﹤0.01%
174
-2,339
1936
$15K ﹤0.01%
390
-6,416
1937
$14K ﹤0.01%
337
1938
$14K ﹤0.01%
378
1939
$14K ﹤0.01%
270
1940
$14K ﹤0.01%
945
1941
– –
0
1942
$14K ﹤0.01%
203
+37
1943
$14K ﹤0.01%
500
1944
$14K ﹤0.01%
+238
1945
$14K ﹤0.01%
112
+93
1946
$14K ﹤0.01%
+869
1947
$14K ﹤0.01%
152
1948
$14K ﹤0.01%
350
+176
1949
$14K ﹤0.01%
334
1950
$14K ﹤0.01%
240
+104
76 77
78
79 80