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
2226
$6K ﹤0.01%
800
+400
2227
$6K ﹤0.01%
164
2228
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130
2229
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93
+71
2230
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-500
2231
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22
-6
2232
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68
2233
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+1,250
2234
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170
2235
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123
2236
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104
-5
2237
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68
2238
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154
-38
2239
$6K ﹤0.01%
80
2240
$6K ﹤0.01%
248
-2,172
2241
$6K ﹤0.01%
108
-83
2242
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2243
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100
2244
$6K ﹤0.01%
159
2245
$6K ﹤0.01%
177
2246
$6K ﹤0.01%
203
2247
$6K ﹤0.01%
159
-81
2248
$6K ﹤0.01%
1,000
2249
$6K ﹤0.01%
39
+38
2250
$6K ﹤0.01%
307
88 89
90
91 92