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
2076
$10K ﹤0.01%
+189
2077
$10K ﹤0.01%
2
2078
$10K ﹤0.01%
182
+11
2079
$10K ﹤0.01%
187
2080
$10K ﹤0.01%
326
2081
$10K ﹤0.01%
200,000
2082
$9K ﹤0.01%
80
2083
$9K ﹤0.01%
120
2084
$9K ﹤0.01%
206
2085
$9K ﹤0.01%
120
2086
$9K ﹤0.01%
150
2087
$9K ﹤0.01%
110
+60
2088
$9K ﹤0.01%
552
2089
$9K ﹤0.01%
262
+162
2090
$9K ﹤0.01%
200
2091
$9K ﹤0.01%
276
+2
2092
$9K ﹤0.01%
247
+3
2093
$9K ﹤0.01%
230
2094
$9K ﹤0.01%
600
2095
$9K ﹤0.01%
8,000
2096
$9K ﹤0.01%
199
-142
2097
$9K ﹤0.01%
238
2098
$9K ﹤0.01%
1,394
-592
2099
$9K ﹤0.01%
+105
2100
$9K ﹤0.01%
+199
82 83
84
85 86