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
3726
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3727
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3728
$206 ﹤0.01%
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3729
$205 ﹤0.01%
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3730
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3731
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3732
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3733
$204 ﹤0.01%
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3734
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3735
$203 ﹤0.01%
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3736
$203 ﹤0.01%
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3737
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3738
$203 ﹤0.01%
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3739
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3740
$202 ﹤0.01%
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3741
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3742
$201 ﹤0.01%
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$200 ﹤0.01%
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3744
$200 ﹤0.01%
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3745
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$199 ﹤0.01%
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3748
$199 ﹤0.01%
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3749
$199 ﹤0.01%
+7
3750
– –
0
148 149
150
151 152