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
3751
$198 ﹤0.01%
+2
3752
$198 ﹤0.01%
+15
3753
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3754
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3755
$198 ﹤0.01%
+14
3756
$197 ﹤0.01%
7
+4
3757
$197 ﹤0.01%
4
-529
3758
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0
3759
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3760
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3761
$195 ﹤0.01%
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3762
$195 ﹤0.01%
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3763
$194 ﹤0.01%
33
-500
3764
$194 ﹤0.01%
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3765
$193 ﹤0.01%
+5
3766
$191 ﹤0.01%
+4
3767
$191 ﹤0.01%
+27
3768
$190 ﹤0.01%
50
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3769
$189 ﹤0.01%
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3770
$189 ﹤0.01%
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$189 ﹤0.01%
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$189 ﹤0.01%
51
-49
3773
$188 ﹤0.01%
+56
3774
– –
0
3775
$188 ﹤0.01%
+5
149 150
151
152 153