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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
2351
$4K ﹤0.01%
100
-654
2352
$4K ﹤0.01%
146
2353
$4K ﹤0.01%
+156
2354
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104
2355
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130
2356
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117
2357
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85
-10,773
2358
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195
-90
2359
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52
-20
2360
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47
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2361
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70
2362
$4K ﹤0.01%
+150
2363
$4K ﹤0.01%
26
+11
2364
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50
2365
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131
2366
$4K ﹤0.01%
+69
2367
$4K ﹤0.01%
50
2368
$4K ﹤0.01%
320
-1,060
2369
$4K ﹤0.01%
21
2370
$4K ﹤0.01%
66
-47
2371
$4K ﹤0.01%
11
2372
$4K ﹤0.01%
60
2373
$4K ﹤0.01%
22
+18
2374
$4K ﹤0.01%
215
+21
2375
$4K ﹤0.01%
101
93 94
95
96 97