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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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%
159
2228
$6K ﹤0.01%
164
2229
$6K ﹤0.01%
177
2230
$6K ﹤0.01%
203
2231
$6K ﹤0.01%
159
-81
2232
$6K ﹤0.01%
1,000
2233
$6K ﹤0.01%
307
2234
$6K ﹤0.01%
428
2235
$6K ﹤0.01%
88
2236
$6K ﹤0.01%
460
-1,712
2237
$6K ﹤0.01%
71
2238
$6K ﹤0.01%
184
+118
2239
$6K ﹤0.01%
426
2240
$6K ﹤0.01%
78
+2
2241
$6K ﹤0.01%
149
2242
$6K ﹤0.01%
300
2243
$6K ﹤0.01%
148
2244
$6K ﹤0.01%
206
+6
2245
$6K ﹤0.01%
295
2246
$6K ﹤0.01%
506
2247
$6K ﹤0.01%
342
2248
$6K ﹤0.01%
1
2249
$6K ﹤0.01%
130
2250
$6K ﹤0.01%
1,519
+9
88 89
90
91 92