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
2176
$7K ﹤0.01%
483
-500
2177
$7K ﹤0.01%
44
-2
2178
$7K ﹤0.01%
80
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2179
$7K ﹤0.01%
210
2180
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176
-889
2181
$7K ﹤0.01%
237
-569
2182
$7K ﹤0.01%
68
2183
$7K ﹤0.01%
112
2184
$7K ﹤0.01%
300
2185
$7K ﹤0.01%
281
-79,633
2186
$7K ﹤0.01%
500
2187
$7K ﹤0.01%
375
2188
$7K ﹤0.01%
500
2189
$7K ﹤0.01%
567
-5,201
2190
$7K ﹤0.01%
112
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2191
$7K ﹤0.01%
253
2192
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90
2193
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2194
$7K ﹤0.01%
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2195
$7K ﹤0.01%
57
2196
$7K ﹤0.01%
36
2197
$7K ﹤0.01%
+300
2198
$7K ﹤0.01%
120
+15
2199
$7K ﹤0.01%
85
2200
$7K ﹤0.01%
341
86 87
88
89 90