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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
2276
$5K ﹤0.01%
249
2277
$5K ﹤0.01%
780
2278
$5K ﹤0.01%
104
2279
$5K ﹤0.01%
43
2280
$5K ﹤0.01%
312
-71
2281
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2282
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+194
2283
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115
2284
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7
-31
2285
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2286
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136
+5
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102
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2289
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+100
2290
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134
2291
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116
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$5K ﹤0.01%
133
+66
2293
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2294
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37
2295
$5K ﹤0.01%
+250
2296
$5K ﹤0.01%
28
-11
2297
$5K ﹤0.01%
233
2298
$5K ﹤0.01%
53
-7
2299
$5K ﹤0.01%
453
2300
$5K ﹤0.01%
395
90 91
92
93 94