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
2101
$9K ﹤0.01%
+400
2102
$9K ﹤0.01%
3,077
2103
$9K ﹤0.01%
66
2104
$9K ﹤0.01%
329
2105
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107
-179
2106
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+150
2107
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287
2108
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800
2109
$9K ﹤0.01%
24
2110
$9K ﹤0.01%
237
2111
$9K ﹤0.01%
+90
2112
$9K ﹤0.01%
255
-3,332
2113
$9K ﹤0.01%
650
+100
2114
$9K ﹤0.01%
51
+1
2115
$9K ﹤0.01%
100
-25
2116
$9K ﹤0.01%
414
-1,662
2117
$9K ﹤0.01%
64
-45
2118
$9K ﹤0.01%
883
+100
2119
$9K ﹤0.01%
+235
2120
$8K ﹤0.01%
180
-136
2121
$8K ﹤0.01%
100
2122
$8K ﹤0.01%
175
2123
$8K ﹤0.01%
646
2124
$8K ﹤0.01%
71
+33
2125
$8K ﹤0.01%
86
-3
83 84
85
86 87