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
2001
$12K ﹤0.01%
168
-78
2002
$12K ﹤0.01%
150
2003
$12K ﹤0.01%
1,070
-300
2004
$12K ﹤0.01%
527
2005
$12K ﹤0.01%
1,463
+540
2006
$12K ﹤0.01%
1,168
-159
2007
$12K ﹤0.01%
361
+45
2008
$12K ﹤0.01%
326
2009
$12K ﹤0.01%
675
+4
2010
$12K ﹤0.01%
440
-4,172
2011
$12K ﹤0.01%
500
2012
$12K ﹤0.01%
239
-728
2013
$12K ﹤0.01%
44
-9
2014
$12K ﹤0.01%
5,400
+1,482
2015
$12K ﹤0.01%
324
-886
2016
$12K ﹤0.01%
225
+14
2017
$12K ﹤0.01%
2,965
2018
$12K ﹤0.01%
61,196
-1,641
2019
$12K ﹤0.01%
143
+40
2020
$12K ﹤0.01%
359
2021
$11K ﹤0.01%
+400
2022
$11K ﹤0.01%
+57
2023
$11K ﹤0.01%
465
2024
$11K ﹤0.01%
+24
2025
$11K ﹤0.01%
288
79 80
81
82 83