IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
4051
$94 ﹤0.01%
+68
4052
– –
0
4053
$94 ﹤0.01%
40
4054
$93 ﹤0.01%
+12
4055
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0
4056
– –
0
4057
$92 ﹤0.01%
+14
4058
$92 ﹤0.01%
+10
4059
$92 ﹤0.01%
+3
4060
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0
4061
– –
0
4062
$92 ﹤0.01%
+1
4063
$92 ﹤0.01%
+1
4064
$91 ﹤0.01%
+1
4065
$91 ﹤0.01%
+5
4066
– –
0
4067
$91 ﹤0.01%
+5
4068
$91 ﹤0.01%
+50
4069
$91 ﹤0.01%
3
+2
4070
$90 ﹤0.01%
+3
4071
$90 ﹤0.01%
+3
4072
$90 ﹤0.01%
+75
4073
– –
0
4074
– –
0
4075
– –
0
161 162
163
164 165