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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
2026
$11K ﹤0.01%
339
2027
$11K ﹤0.01%
1,048
-57
2028
$11K ﹤0.01%
124
2029
$11K ﹤0.01%
+134
2030
$11K ﹤0.01%
+321
2031
$11K ﹤0.01%
217
2032
$11K ﹤0.01%
160
-50
2033
$11K ﹤0.01%
365
-1,008
2034
$11K ﹤0.01%
+24
2035
$11K ﹤0.01%
150
2036
$11K ﹤0.01%
+131
2037
$11K ﹤0.01%
81
+9
2038
$11K ﹤0.01%
700
2039
$11K ﹤0.01%
+400
2040
$11K ﹤0.01%
+57
2041
$11K ﹤0.01%
465
2042
$11K ﹤0.01%
1,452
2043
$11K ﹤0.01%
456
2044
$10K ﹤0.01%
+115
2045
$10K ﹤0.01%
100
-183
2046
$10K ﹤0.01%
468
+52
2047
$10K ﹤0.01%
31
2048
$10K ﹤0.01%
79
+5
2049
$10K ﹤0.01%
75
2050
$10K ﹤0.01%
270
80 81
82
83 84