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
4401
– –
0
4402
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0
4403
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0
4404
$27 ﹤0.01%
+17
4405
$27 ﹤0.01%
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4406
$27 ﹤0.01%
+1
4407
$27 ﹤0.01%
+1
4408
– –
0
4409
– –
0
4410
– –
0
4411
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4412
$26 ﹤0.01%
+1
4413
$26 ﹤0.01%
+1
4414
$26 ﹤0.01%
+11
4415
$25 ﹤0.01%
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4416
$25 ﹤0.01%
1
4417
$25 ﹤0.01%
+1
4418
– –
0
4419
$25 ﹤0.01%
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4420
$25 ﹤0.01%
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4421
$24 ﹤0.01%
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4422
$24 ﹤0.01%
+2
4423
– –
0
4424
$24 ﹤0.01%
3
4425
$24 ﹤0.01%
+11
175 176
177
178 179