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
4201
$60 ﹤0.01%
385
+377
4202
$60 ﹤0.01%
+1
4203
$59 ﹤0.01%
+43
4204
– –
0
4205
$59 ﹤0.01%
+6
4206
$59 ﹤0.01%
+11
4207
$59 ﹤0.01%
+4
4208
– –
0
4209
$59 ﹤0.01%
+1
4210
$59 ﹤0.01%
+1
4211
– –
0
4212
– –
0
4213
$58 ﹤0.01%
+1
4214
$58 ﹤0.01%
+3
4215
– –
0
4216
$57 ﹤0.01%
+1
4217
$57 ﹤0.01%
+4
4218
$56 ﹤0.01%
+3
4219
– –
0
4220
$56 ﹤0.01%
+1
4221
$56 ﹤0.01%
+1
4222
$56 ﹤0.01%
5
4223
$56 ﹤0.01%
33
-1
4224
– –
0
4225
$56 ﹤0.01%
+3
167 168
169
170 171