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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
2126
$8K ﹤0.01%
300
2127
$8K ﹤0.01%
+462
2128
$8K ﹤0.01%
+500
2129
$8K ﹤0.01%
59
2130
$8K ﹤0.01%
169
2131
$8K ﹤0.01%
100
2132
$8K ﹤0.01%
106
2133
$8K ﹤0.01%
443
2134
$8K ﹤0.01%
500
2135
$8K ﹤0.01%
71
+33
2136
$8K ﹤0.01%
236
2137
$8K ﹤0.01%
200
2138
$8K ﹤0.01%
86
-3
2139
$8K ﹤0.01%
105
2140
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3
2141
$8K ﹤0.01%
100
2142
$8K ﹤0.01%
200
2143
$8K ﹤0.01%
216
+31
2144
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132
2145
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150
2146
$8K ﹤0.01%
308
+153
2147
$8K ﹤0.01%
+178
2148
$8K ﹤0.01%
210
2149
$8K ﹤0.01%
65
2150
$8K ﹤0.01%
150
84 85
86
87 88