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
3526
$338 ﹤0.01%
+6
3527
– –
-167
3528
$337 ﹤0.01%
+34
3529
$335 ﹤0.01%
21
+5
3530
$335 ﹤0.01%
86
+11
3531
$335 ﹤0.01%
+2
3532
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0
3533
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0
3534
$332 ﹤0.01%
+2
3535
$330 ﹤0.01%
10
+1
3536
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0
3537
$329 ﹤0.01%
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3538
$329 ﹤0.01%
+6
3539
$326 ﹤0.01%
+12
3540
– –
0
3541
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3542
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3543
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3544
$319 ﹤0.01%
+8
3545
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3546
$316 ﹤0.01%
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3547
$315 ﹤0.01%
+8
3548
– –
0
3549
$314 ﹤0.01%
+8
3550
$313 ﹤0.01%
+8
140 141
142
143 144