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
2401
$4K ﹤0.01%
19
2402
$4K ﹤0.01%
81
2403
$4K ﹤0.01%
57
2404
$4K ﹤0.01%
102
2405
$4K ﹤0.01%
414
2406
$4K ﹤0.01%
126
2407
$4K ﹤0.01%
400
2408
$4K ﹤0.01%
2,500
2409
$4K ﹤0.01%
100
-654
2410
$4K ﹤0.01%
250
-36,876
2411
$4K ﹤0.01%
68
-41
2412
$4K ﹤0.01%
+71
2413
$4K ﹤0.01%
100
2414
$4K ﹤0.01%
+75
2415
$4K ﹤0.01%
43
-706
2416
$3K ﹤0.01%
101
+96
2417
$3K ﹤0.01%
52
2418
$3K ﹤0.01%
40
2419
$3K ﹤0.01%
57
-33
2420
$3K ﹤0.01%
60
2421
$3K ﹤0.01%
4
2422
$3K ﹤0.01%
+50
2423
$3K ﹤0.01%
71
2424
$3K ﹤0.01%
184
2425
$3K ﹤0.01%
100
95 96
97
98 99