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
4101
$82 ﹤0.01%
+1
4102
$82 ﹤0.01%
+2
4103
$81 ﹤0.01%
+9
4104
$81 ﹤0.01%
+34
4105
$81 ﹤0.01%
+1
4106
– –
0
4107
– –
0
4108
$80 ﹤0.01%
+2
4109
$80 ﹤0.01%
+4
4110
$80 ﹤0.01%
+10
4111
– –
0
4112
$79 ﹤0.01%
+2
4113
– –
0
4114
$79 ﹤0.01%
+5
4115
– –
0
4116
– –
0
4117
– –
0
4118
$78 ﹤0.01%
+6
4119
$78 ﹤0.01%
+5
4120
$78 ﹤0.01%
+9
4121
– –
0
4122
– –
0
4123
$77 ﹤0.01%
+12
4124
$77 ﹤0.01%
+1
4125
$77 ﹤0.01%
+10
163 164
165
166 167