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
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$12.4M
3
+$6.97M
4
AAPL icon
Apple
AAPL
+$6.88M
5
AMZN icon
Amazon
AMZN
+$6.65M

Top Sells

1
+$12.9M
2
+$6.11M
3
+$4.44M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.25M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$3.47M

Sector Composition

1 Technology 10.91%
2 Financials 4.72%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3376
$588 ﹤0.01%
+9
3377
$588 ﹤0.01%
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3378
$583 ﹤0.01%
184
3379
$580 ﹤0.01%
+133
3380
– –
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3381
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+13
3382
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3383
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3384
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3385
$570 ﹤0.01%
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3386
$570 ﹤0.01%
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3387
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3388
$566 ﹤0.01%
15
+11
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$565 ﹤0.01%
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$559 ﹤0.01%
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3391
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$550 ﹤0.01%
201
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3393
$550 ﹤0.01%
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3394
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$548 ﹤0.01%
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$540 ﹤0.01%
4
3397
$540 ﹤0.01%
250
3398
– –
0
3399
$530 ﹤0.01%
+82
3400
$525 ﹤0.01%
3
134 135
136
137 138