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
4276
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0
4277
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0
4278
$46 ﹤0.01%
+28
4279
$46 ﹤0.01%
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4280
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+9
4281
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0
4282
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4283
$44 ﹤0.01%
+8
4284
$44 ﹤0.01%
+7
4285
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4286
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4287
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0
4288
$44 ﹤0.01%
+1
4289
$44 ﹤0.01%
+3
4290
$44 ﹤0.01%
+1
4291
$43 ﹤0.01%
+2
4292
$43 ﹤0.01%
+1
4293
$43 ﹤0.01%
+1
4294
$43 ﹤0.01%
+34
4295
$43 ﹤0.01%
11
-739
4296
– –
0
4297
$43 ﹤0.01%
1
4298
$43 ﹤0.01%
+6
4299
$43 ﹤0.01%
+14
4300
$43 ﹤0.01%
+4
170 171
172
173 174