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
4126
$77 ﹤0.01%
+2
4127
$76 ﹤0.01%
+2
4128
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0
4129
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4130
$75 ﹤0.01%
24
+23
4131
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4132
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4133
$74 ﹤0.01%
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4134
$74 ﹤0.01%
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4135
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4136
$73 ﹤0.01%
+5
4137
$72 ﹤0.01%
+17
4138
$72 ﹤0.01%
+8
4139
– –
0
4140
$71 ﹤0.01%
3
-6
4141
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0
4142
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4143
$71 ﹤0.01%
+3
4144
– –
0
4145
$71 ﹤0.01%
+5
4146
$71 ﹤0.01%
+1
4147
$71 ﹤0.01%
+1
4148
$70 ﹤0.01%
+2
4149
$70 ﹤0.01%
+24
4150
$70 ﹤0.01%
+2
164 165
166
167 168