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
201
$2.34M 0.05%
87,193
+9,262
202
$2.34M 0.05%
45,846
-17,151
203
$2.31M 0.05%
43,356
+2,835
204
$2.3M 0.05%
45,911
+3
205
$2.29M 0.05%
70,664
-3,206
206
$2.28M 0.05%
46,383
+7,356
207
$2.27M 0.05%
17,078
+1,270
208
$2.21M 0.05%
41,306
+10,292
209
$2.2M 0.05%
78,619
+7,443
210
$2.19M 0.05%
46,460
-18,460
211
$2.18M 0.05%
46,975
-17
212
$2.17M 0.04%
12,375
-11,324
213
$2.17M 0.04%
9,121
+385
214
$2.15M 0.04%
25,099
+5,464
215
$2.14M 0.04%
44,640
+28,463
216
$2.13M 0.04%
7,132
+46
217
$2.11M 0.04%
115,653
+3,781
218
$2.09M 0.04%
17,706
+1,621
219
$2.06M 0.04%
92,700
-2,819
220
$2.05M 0.04%
55,816
+44,422
221
$2.03M 0.04%
19,186
-1,300
222
$2.02M 0.04%
34,096
+94
223
$2.01M 0.04%
18,874
+16,837
224
$2M 0.04%
23,118
+1,076
225
$2M 0.04%
24,021
+1,112
7 8
9
10 11