We are live on ! Find out more
IA

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
2101
$9K ﹤0.01%
3,077
2102
$9K ﹤0.01%
66
2103
$9K ﹤0.01%
329
2104
$9K ﹤0.01%
64
-45
2105
$9K ﹤0.01%
552
2106
$9K ﹤0.01%
262
+162
2107
$9K ﹤0.01%
107
-179
2108
$9K ﹤0.01%
+235
2109
$9K ﹤0.01%
+150
2110
$9K ﹤0.01%
883
+100
2111
$9K ﹤0.01%
238
2112
$9K ﹤0.01%
120
2113
$9K ﹤0.01%
206
2114
$9K ﹤0.01%
120
2115
$9K ﹤0.01%
287
2116
$9K ﹤0.01%
200
2117
$9K ﹤0.01%
276
+2
2118
$9K ﹤0.01%
247
+3
2119
$9K ﹤0.01%
800
2120
$8K ﹤0.01%
127
2121
$8K ﹤0.01%
500
2122
$8K ﹤0.01%
125
2123
$8K ﹤0.01%
+173
2124
$8K ﹤0.01%
796
+35
2125
$8K ﹤0.01%
139
83 84
85
86 87