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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
2326
$5K ﹤0.01%
500
+300
2327
$5K ﹤0.01%
+63
2328
– –
0
2329
$5K ﹤0.01%
143
2330
$5K ﹤0.01%
316
+3
2331
$5K ﹤0.01%
2,200
2332
$5K ﹤0.01%
200
-2,375
2333
$5K ﹤0.01%
99
2334
$5K ﹤0.01%
200
2335
$5K ﹤0.01%
491
2336
$5K ﹤0.01%
37
2337
$5K ﹤0.01%
121
+83
2338
$5K ﹤0.01%
115
2339
$4K ﹤0.01%
136
+133
2340
$4K ﹤0.01%
152
-148
2341
$4K ﹤0.01%
250
-36,876
2342
$4K ﹤0.01%
+73
2343
$4K ﹤0.01%
45
-1,808
2344
$4K ﹤0.01%
75
2345
$4K ﹤0.01%
38
2346
$4K ﹤0.01%
68
-41
2347
$4K ﹤0.01%
+71
2348
$4K ﹤0.01%
100
2349
$4K ﹤0.01%
49
2350
$4K ﹤0.01%
140
92 93
94
95 96