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
2051
$10K ﹤0.01%
227
2052
$10K ﹤0.01%
327
2053
$10K ﹤0.01%
27
2054
$10K ﹤0.01%
119
+62
2055
$10K ﹤0.01%
+364
2056
$10K ﹤0.01%
1,231
2057
$10K ﹤0.01%
125
+3
2058
$10K ﹤0.01%
300
-130
2059
$10K ﹤0.01%
+1,000
2060
$10K ﹤0.01%
100
-183
2061
$10K ﹤0.01%
75
2062
$10K ﹤0.01%
187
2063
$10K ﹤0.01%
130
2064
$10K ﹤0.01%
200
2065
$10K ﹤0.01%
145
-450
2066
$10K ﹤0.01%
552
+402
2067
$10K ﹤0.01%
200
2068
$10K ﹤0.01%
144
2069
$10K ﹤0.01%
53
2070
$10K ﹤0.01%
80
2071
$10K ﹤0.01%
67
2072
$10K ﹤0.01%
161
-31
2073
$10K ﹤0.01%
2
-30
2074
$10K ﹤0.01%
+213
2075
$10K ﹤0.01%
+375
81 82
83
84 85