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
3976
– –
0
3977
$114 ﹤0.01%
+15
3978
$114 ﹤0.01%
+4
3979
$114 ﹤0.01%
+8
3980
$113 ﹤0.01%
+10
3981
$113 ﹤0.01%
+6
3982
$113 ﹤0.01%
+31
3983
– –
0
3984
– –
0
3985
– –
0
3986
– –
-1,915
3987
– –
0
3988
$112 ﹤0.01%
+1
3989
$112 ﹤0.01%
+3
3990
– –
0
3991
– –
0
3992
– –
-1,000
3993
– –
0
3994
$111 ﹤0.01%
+5
3995
– –
0
3996
– –
0
3997
$110 ﹤0.01%
+17
3998
$110 ﹤0.01%
+5
3999
$110 ﹤0.01%
+3
4000
$109 ﹤0.01%
100
158 159
160
161 162