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
3701
$215 ﹤0.01%
+31
3702
$213 ﹤0.01%
3
+2
3703
$213 ﹤0.01%
+7
3704
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3705
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3706
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3707
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3708
$212 ﹤0.01%
41
3709
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3710
$211 ﹤0.01%
+10
3711
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3712
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3713
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3714
– –
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3715
$210 ﹤0.01%
+19
3716
$209 ﹤0.01%
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3717
$209 ﹤0.01%
+12
3718
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0
3719
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3720
$208 ﹤0.01%
+12
3721
– –
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3722
$207 ﹤0.01%
3
+1
3723
– –
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3724
$206 ﹤0.01%
+30
3725
$206 ﹤0.01%
+3
147 148
149
150 151