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
3501
$363 ﹤0.01%
171
-2,060
3502
$362 ﹤0.01%
1
-10
3503
$361 ﹤0.01%
+8
3504
$361 ﹤0.01%
40
-3,102
3505
$359 ﹤0.01%
+191
3506
– –
0
3507
– –
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3508
$357 ﹤0.01%
3
+1
3509
$357 ﹤0.01%
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3510
$356 ﹤0.01%
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3511
$356 ﹤0.01%
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3512
$356 ﹤0.01%
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3513
$353 ﹤0.01%
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3514
$349 ﹤0.01%
4
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3515
– –
0
3516
$349 ﹤0.01%
81
+44
3517
$347 ﹤0.01%
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-10
3518
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3519
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$342 ﹤0.01%
27
+3
3521
$340 ﹤0.01%
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3522
– –
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3523
$339 ﹤0.01%
90
+10
3524
$339 ﹤0.01%
+33
3525
$339 ﹤0.01%
+3
139 140
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