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
3576
$291 ﹤0.01%
+16
3577
– –
0
3578
$290 ﹤0.01%
+10
3579
$287 ﹤0.01%
+4
3580
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-50
3581
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3582
$284 ﹤0.01%
+8
3583
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3584
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3585
$283 ﹤0.01%
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3586
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3587
$282 ﹤0.01%
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3588
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0
3589
$278 ﹤0.01%
+6
3590
$277 ﹤0.01%
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3591
$277 ﹤0.01%
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3592
$277 ﹤0.01%
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3593
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0
3594
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0
3595
$275 ﹤0.01%
68
+28
3596
$274 ﹤0.01%
+2
3597
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-4
3598
$273 ﹤0.01%
+13
3599
– –
0
3600
$270 ﹤0.01%
+10
142 143
144
145 146