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
1976
$13K ﹤0.01%
+14
1977
$13K ﹤0.01%
750
1978
$13K ﹤0.01%
+400
1979
$13K ﹤0.01%
300
1980
$13K ﹤0.01%
270
1981
$13K ﹤0.01%
307
+153
1982
$13K ﹤0.01%
210
+3
1983
$13K ﹤0.01%
300
+167
1984
$13K ﹤0.01%
227
1985
$13K ﹤0.01%
100
1986
$13K ﹤0.01%
358
-2,152
1987
$13K ﹤0.01%
265
1988
$13K ﹤0.01%
+690
1989
$12K ﹤0.01%
154
1990
$12K ﹤0.01%
6
-1
1991
$12K ﹤0.01%
394
+19
1992
$12K ﹤0.01%
532
+179
1993
$12K ﹤0.01%
600
1994
$12K ﹤0.01%
220
-200
1995
$12K ﹤0.01%
206
+185
1996
$12K ﹤0.01%
+447
1997
$12K ﹤0.01%
200
-265
1998
$12K ﹤0.01%
8,500
1999
$12K ﹤0.01%
+123
2000
$12K ﹤0.01%
109
78 79
80
81 82