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
3651
$236 ﹤0.01%
30
-70
3652
$236 ﹤0.01%
+10
3653
– –
0
3654
– –
0
3655
$233 ﹤0.01%
+2
3656
$232 ﹤0.01%
+6
3657
$232 ﹤0.01%
+6
3658
– –
0
3659
$231 ﹤0.01%
+3
3660
$230 ﹤0.01%
+18
3661
$230 ﹤0.01%
11
3662
$229 ﹤0.01%
+8
3663
– –
0
3664
– –
0
3665
$228 ﹤0.01%
+39
3666
– –
0
3667
$227 ﹤0.01%
39
-274
3668
– –
0
3669
– –
0
3670
– –
0
3671
– –
0
3672
– –
0
3673
– –
0
3674
$225 ﹤0.01%
+12
3675
$224 ﹤0.01%
+10
145 146
147
148 149