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
3476
$401 ﹤0.01%
10
3477
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3478
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+53
3479
$398 ﹤0.01%
+3
3480
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3481
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3482
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3483
$389 ﹤0.01%
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3484
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3485
$384 ﹤0.01%
14
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3486
$384 ﹤0.01%
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3487
$382 ﹤0.01%
+5
3488
$381 ﹤0.01%
+5
3489
$381 ﹤0.01%
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3490
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0
3491
$377 ﹤0.01%
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3492
$376 ﹤0.01%
+41
3493
$375 ﹤0.01%
+6
3494
$375 ﹤0.01%
46
+6
3495
– –
0
3496
$372 ﹤0.01%
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3497
$369 ﹤0.01%
+4
3498
– –
0
3499
$366 ﹤0.01%
142
3500
$364 ﹤0.01%
7,900
138 139
140
141 142