IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
4476
– –
0
4477
$17 ﹤0.01%
+4
4478
$16 ﹤0.01%
+1
4479
$16 ﹤0.01%
+7
4480
$16 ﹤0.01%
+1
4481
– –
0
4482
$16 ﹤0.01%
+1
4483
– –
0
4484
$16 ﹤0.01%
+2
4485
– –
0
4486
– –
0
4487
$15 ﹤0.01%
+1
4488
$15 ﹤0.01%
+4
4489
– –
0
4490
$15 ﹤0.01%
+1
4491
$15 ﹤0.01%
8
4492
– –
0
4493
$15 ﹤0.01%
+9
4494
$15 ﹤0.01%
+2
4495
– –
0
4496
$15 ﹤0.01%
+7
4497
$14 ﹤0.01%
+1
4498
$14 ﹤0.01%
+1
4499
$14 ﹤0.01%
+3
4500
$14 ﹤0.01%
+1
178 179
180
181 182