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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
2301
$5K ﹤0.01%
129
+33
2302
$5K ﹤0.01%
155
2303
$5K ﹤0.01%
36
+2
2304
$5K ﹤0.01%
+94
2305
$5K ﹤0.01%
100
2306
$5K ﹤0.01%
+17
2307
$5K ﹤0.01%
100
2308
$5K ﹤0.01%
19
2309
$5K ﹤0.01%
90
2310
$5K ﹤0.01%
+150
2311
$5K ﹤0.01%
88
2312
$5K ﹤0.01%
242
2313
$5K ﹤0.01%
+145
2314
$5K ﹤0.01%
80
2315
$5K ﹤0.01%
65
2316
$5K ﹤0.01%
200
2317
$5K ﹤0.01%
250
2318
$5K ﹤0.01%
100
2319
$5K ﹤0.01%
+28
2320
$5K ﹤0.01%
66
-1,128
2321
$5K ﹤0.01%
250
2322
$5K ﹤0.01%
1,000
2323
$5K ﹤0.01%
104
2324
$5K ﹤0.01%
93
2325
$5K ﹤0.01%
126
91 92
93
94 95