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
3776
– –
0
3777
$187 ﹤0.01%
+1
3778
– –
0
3779
$186 ﹤0.01%
+10
3780
– –
0
3781
$186 ﹤0.01%
+28
3782
– –
0
3783
$186 ﹤0.01%
+24
3784
$185 ﹤0.01%
+10
3785
$185 ﹤0.01%
+8
3786
$184 ﹤0.01%
+30
3787
$182 ﹤0.01%
+2
3788
– –
0
3789
$181 ﹤0.01%
+3
3790
$181 ﹤0.01%
+13
3791
$181 ﹤0.01%
+10
3792
$181 ﹤0.01%
+21
3793
$181 ﹤0.01%
+7
3794
$180 ﹤0.01%
+26
3795
$180 ﹤0.01%
+4
3796
$180 ﹤0.01%
+5
3797
– –
0
3798
– –
0
3799
– –
0
3800
$178 ﹤0.01%
+4
150 151
152
153 154