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
2376
$4K ﹤0.01%
+133
2377
$4K ﹤0.01%
555
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2378
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40
-2,755
2379
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215
+21
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600
2382
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91
+79
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+2
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2385
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58
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2388
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157
-1,356
2389
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2390
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48
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2391
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210
-1,000
2392
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88
2393
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+131
2394
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31
2395
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87
2396
$4K ﹤0.01%
+200
2397
$4K ﹤0.01%
40
2398
$4K ﹤0.01%
27
+1
2399
$4K ﹤0.01%
400
2400
$4K ﹤0.01%
+136
94 95
96
97 98