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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
2426
$3K ﹤0.01%
57
-33
2427
$3K ﹤0.01%
47
+3
2428
$3K ﹤0.01%
29
2429
$3K ﹤0.01%
53
+14
2430
$3K ﹤0.01%
19
2431
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65
2432
$3K ﹤0.01%
60
2433
$3K ﹤0.01%
4
2434
$3K ﹤0.01%
+50
2435
$3K ﹤0.01%
71
2436
$3K ﹤0.01%
56
2437
$3K ﹤0.01%
101
+96
2438
$3K ﹤0.01%
63
2439
$3K ﹤0.01%
53
2440
$3K ﹤0.01%
81
2441
$3K ﹤0.01%
184
2442
$3K ﹤0.01%
155
2443
$3K ﹤0.01%
267
2444
$3K ﹤0.01%
100
2445
$3K ﹤0.01%
+35
2446
$3K ﹤0.01%
62
2447
$3K ﹤0.01%
+67
2448
$3K ﹤0.01%
56
2449
$3K ﹤0.01%
23
-477
2450
$3K ﹤0.01%
12
-384
96 97
98
99 100