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
1951
$14K ﹤0.01%
308
-2,861
1952
$14K ﹤0.01%
5,000
1953
$14K ﹤0.01%
320
+5
1954
$14K ﹤0.01%
527
1955
$14K ﹤0.01%
221
1956
$14K ﹤0.01%
3,045
+200
1957
$14K ﹤0.01%
413
1958
$14K ﹤0.01%
103
-7
1959
$14K ﹤0.01%
318
+123
1960
$14K ﹤0.01%
485
1961
$14K ﹤0.01%
771
-772
1962
$14K ﹤0.01%
131
-18
1963
$14K ﹤0.01%
27
+20
1964
$14K ﹤0.01%
1,000
1965
$14K ﹤0.01%
1,600
1966
$14K ﹤0.01%
11,000
1967
$14K ﹤0.01%
100
1968
$13K ﹤0.01%
225
+125
1969
$13K ﹤0.01%
200
-20
1970
$13K ﹤0.01%
795
1971
$13K ﹤0.01%
+409
1972
$13K ﹤0.01%
500
1973
$13K ﹤0.01%
242
1974
$13K ﹤0.01%
400
1975
$13K ﹤0.01%
250
-1,000
77 78
79
80 81