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
2151
$8K ﹤0.01%
308
+153
2152
$8K ﹤0.01%
+178
2153
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210
2154
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65
2155
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2156
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2157
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184
-28
2158
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6,660
2159
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150
-250
2160
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+50
2161
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250
2162
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382
2163
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485
2164
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50
2165
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16
2166
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105
-200
2167
– –
0
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+254
2169
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80
2170
$7K ﹤0.01%
327
-38
2171
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33
+1
2172
$7K ﹤0.01%
86
-38
2173
$7K ﹤0.01%
110
2174
$7K ﹤0.01%
238
-110
2175
$7K ﹤0.01%
124
85 86
87
88 89