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
3451
$437 ﹤0.01%
+37
3452
$436 ﹤0.01%
+106
3453
$436 ﹤0.01%
36
-3
3454
$435 ﹤0.01%
+13
3455
$435 ﹤0.01%
+22
3456
– –
0
3457
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0
3458
$428 ﹤0.01%
+20
3459
$428 ﹤0.01%
+11
3460
$427 ﹤0.01%
39
3461
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0
3462
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0
3463
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0
3464
$425 ﹤0.01%
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3465
$424 ﹤0.01%
+18
3466
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3467
$422 ﹤0.01%
+22
3468
$421 ﹤0.01%
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3469
$416 ﹤0.01%
+9
3470
$413 ﹤0.01%
+11
3471
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0
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$408 ﹤0.01%
+13
3473
$407 ﹤0.01%
13
3474
$406 ﹤0.01%
+4
3475
$401 ﹤0.01%
5
-2
137 138
139
140 141