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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
2051
$10K ﹤0.01%
187
2052
$10K ﹤0.01%
130
2053
$10K ﹤0.01%
200
2054
$10K ﹤0.01%
145
-450
2055
$10K ﹤0.01%
355
2056
$10K ﹤0.01%
552
+402
2057
$10K ﹤0.01%
200
2058
$10K ﹤0.01%
144
2059
$10K ﹤0.01%
53
2060
$10K ﹤0.01%
80
2061
$10K ﹤0.01%
67
2062
$10K ﹤0.01%
38
+1
2063
$10K ﹤0.01%
161
-31
2064
$10K ﹤0.01%
2
-30
2065
$10K ﹤0.01%
+213
2066
$10K ﹤0.01%
+375
2067
$10K ﹤0.01%
+189
2068
$10K ﹤0.01%
2
2069
$10K ﹤0.01%
182
+11
2070
$10K ﹤0.01%
227
2071
$10K ﹤0.01%
327
2072
$10K ﹤0.01%
27
2073
$10K ﹤0.01%
119
+62
2074
$10K ﹤0.01%
+364
2075
$10K ﹤0.01%
1,231
81 82
83
84 85