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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
2251
$6K ﹤0.01%
1,000
2252
$6K ﹤0.01%
800
2253
$6K ﹤0.01%
217
+86
2254
$6K ﹤0.01%
250
2255
$6K ﹤0.01%
142
2256
$6K ﹤0.01%
332
+228
2257
$6K ﹤0.01%
+14
2258
$6K ﹤0.01%
39
+38
2259
$6K ﹤0.01%
102
-500
2260
$6K ﹤0.01%
22
-6
2261
$6K ﹤0.01%
+230
2262
$6K ﹤0.01%
68
2263
$6K ﹤0.01%
+125
2264
$6K ﹤0.01%
170
2265
$6K ﹤0.01%
39
2266
$6K ﹤0.01%
123
2267
$6K ﹤0.01%
104
-5
2268
$6K ﹤0.01%
68
2269
$6K ﹤0.01%
154
-38
2270
$6K ﹤0.01%
80
2271
$5K ﹤0.01%
+500
2272
$5K ﹤0.01%
48
2273
$5K ﹤0.01%
61
2274
– –
0
2275
$5K ﹤0.01%
+499
89 90
91
92 93