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
4151
$70 ﹤0.01%
+24
4152
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4153
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+3
4154
$70 ﹤0.01%
+23
4155
$69 ﹤0.01%
+2
4156
– –
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4157
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4158
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4159
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4160
$68 ﹤0.01%
1
4161
$68 ﹤0.01%
+1
4162
– –
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4163
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4164
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4
-6
4165
$66 ﹤0.01%
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4166
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+2
4167
$66 ﹤0.01%
+6
4168
$65 ﹤0.01%
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4169
$65 ﹤0.01%
+3
4170
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4171
$65 ﹤0.01%
+41
4172
$65 ﹤0.01%
+5
4173
$65 ﹤0.01%
+18
4174
– –
0
4175
$65 ﹤0.01%
+1
165 166
167
168 169