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
2301
$5K ﹤0.01%
+194
2302
$5K ﹤0.01%
115
2303
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136
+5
2304
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102
-111
2305
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+100
2306
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134
2307
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116
2308
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133
+66
2309
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52
2310
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53
-7
2311
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453
2312
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395
2313
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129
+33
2314
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100
2315
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+17
2316
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100
2317
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+150
2318
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88
2319
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+145
2320
$5K ﹤0.01%
80
2321
$5K ﹤0.01%
65
2322
$5K ﹤0.01%
200
2323
$5K ﹤0.01%
250
2324
$5K ﹤0.01%
1,000
2325
$5K ﹤0.01%
104
91 92
93
94 95