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
4251
$51 ﹤0.01%
+4
4252
$51 ﹤0.01%
+6
4253
$51 ﹤0.01%
+5
4254
$51 ﹤0.01%
3
-259
4255
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4256
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4257
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4258
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4259
$50 ﹤0.01%
4
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4260
$50 ﹤0.01%
+3
4261
$50 ﹤0.01%
43
+6
4262
– –
0
4263
$49 ﹤0.01%
+1
4264
$49 ﹤0.01%
+1
4265
$49 ﹤0.01%
+2
4266
$49 ﹤0.01%
+1
4267
$49 ﹤0.01%
+2
4268
$48 ﹤0.01%
+1
4269
– –
0
4270
– –
0
4271
$48 ﹤0.01%
+4
4272
$48 ﹤0.01%
+1
4273
$48 ﹤0.01%
+10
4274
$47 ﹤0.01%
+1
4275
– –
0
169 170
171
172 173