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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
2451
$3K ﹤0.01%
119
2452
$3K ﹤0.01%
206
-44
2453
$3K ﹤0.01%
1,047
2454
$3K ﹤0.01%
1
2455
$3K ﹤0.01%
53
2456
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52
2457
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69
2458
$3K ﹤0.01%
42
2459
$3K ﹤0.01%
+65
2460
$3K ﹤0.01%
144
2461
$3K ﹤0.01%
13
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$3K ﹤0.01%
62
2463
$3K ﹤0.01%
187
2464
$3K ﹤0.01%
3
2465
$3K ﹤0.01%
23
2466
$3K ﹤0.01%
+24
2467
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75
2468
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6
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6
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$3K ﹤0.01%
250
-129
2471
$3K ﹤0.01%
200
2472
– –
0
2473
$3K ﹤0.01%
4
2474
$3K ﹤0.01%
62
-35
2475
$3K ﹤0.01%
56
97 98
99
100 101