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
3826
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3827
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3828
$167 ﹤0.01%
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3829
$166 ﹤0.01%
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3830
$165 ﹤0.01%
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3831
$164 ﹤0.01%
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3832
$164 ﹤0.01%
4
-45
3833
$164 ﹤0.01%
+5
3834
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3835
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3836
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3837
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3838
$161 ﹤0.01%
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3839
$161 ﹤0.01%
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3840
$161 ﹤0.01%
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3841
– –
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3842
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3843
$160 ﹤0.01%
+7
3844
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3845
$159 ﹤0.01%
+5
3846
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3847
$158 ﹤0.01%
+14
3848
$158 ﹤0.01%
+12
3849
– –
0
3850
$156 ﹤0.01%
+28
152 153
154
155 156