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
2201
$7K ﹤0.01%
312
-5,484
2202
$7K ﹤0.01%
+800
2203
$7K ﹤0.01%
38
2204
$7K ﹤0.01%
132
-564
2205
$7K ﹤0.01%
106
2206
$7K ﹤0.01%
+1,750
2207
$7K ﹤0.01%
+95
2208
$7K ﹤0.01%
1,750
2209
$7K ﹤0.01%
115
+60
2210
$7K ﹤0.01%
3
2211
$7K ﹤0.01%
+202
2212
$7K ﹤0.01%
200
2213
$7K ﹤0.01%
1,000
2214
$7K ﹤0.01%
125
2215
$7K ﹤0.01%
200
2216
$6K ﹤0.01%
1,519
+9
2217
$6K ﹤0.01%
1,000
2218
$6K ﹤0.01%
800
2219
$6K ﹤0.01%
+230
2220
$6K ﹤0.01%
285
2221
$6K ﹤0.01%
39
2222
$6K ﹤0.01%
187
2223
$6K ﹤0.01%
68
2224
$6K ﹤0.01%
28
+1
2225
$6K ﹤0.01%
+33
87 88
89
90 91