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
4626
– –
-59
4627
– –
-1,320
4628
– –
-7
4629
– –
-22
4630
– –
-280
4631
– –
-105
4632
– –
-1,000
4633
– –
-500
4634
– –
-56
4635
– –
-700
4636
– –
-56
4637
$0 ﹤0.01%
+3
4638
– –
-1,757
4639
– –
-85,301
4640
– –
-32
4641
– –
-50
4642
– –
-1,000
4643
– –
-200
4644
– –
0
4645
– –
-2,370
4646
– –
0
4647
– –
-850
4648
– –
-282
4649
– –
-1,125
4650
– –
-100
184 185
186
187 188