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
3426
$479 ﹤0.01%
88
-21
3427
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+18
3428
$475 ﹤0.01%
+15
3429
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3430
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3431
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3432
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3433
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$467 ﹤0.01%
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3435
$467 ﹤0.01%
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3436
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3437
$465 ﹤0.01%
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3438
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3439
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3440
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3441
$458 ﹤0.01%
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3442
$451 ﹤0.01%
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3443
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3444
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3446
$446 ﹤0.01%
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3447
– –
-50
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$444 ﹤0.01%
276
+17
3449
$443 ﹤0.01%
+6
3450
$441 ﹤0.01%
+2
136 137
138
139 140