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
$2.47B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,321
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$6.61M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.35M
5
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$5.55M

Top Sells

1
+$23.8M
2
+$9.92M
3
+$8.94M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.3M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.24M

Sector Composition

1 Technology 6.35%
2 Consumer Discretionary 3.51%
3 Healthcare 3.25%
4 Financials 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$717K 0.03%
8,488
+2,119
402
$715K 0.03%
7,892
+46
403
$709K 0.03%
31,817
+19,665
404
$703K 0.03%
26,455
+3,067
405
$702K 0.03%
3,060
-661
406
$694K 0.03%
4,277
407
$690K 0.03%
15,442
+2,120
408
$688K 0.03%
11,110
-991
409
$687K 0.03%
24,117
-5,332
410
$686K 0.03%
27,040
411
$684K 0.03%
4,057
-378
412
$682K 0.03%
5,169
+36
413
$681K 0.03%
21,452
+543
414
$678K 0.03%
15,251
+15,006
415
$677K 0.03%
26,183
416
$675K 0.03%
4,554
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417
$661K 0.03%
25,868
+7,080
418
$657K 0.03%
4,242
+112
419
$649K 0.03%
26,753
+1,269
420
$647K 0.03%
9,578
+8,496
421
$644K 0.03%
23,184
+992
422
$642K 0.03%
7,365
+42
423
$634K 0.03%
13,647
+2,910
424
$633K 0.03%
19,301
+3,827
425
$632K 0.03%
2,326
+80
15 16
17
18 19