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
$2.47B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,321
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$6.61M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.35M
5
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$5.55M

Top Sells

1
+$23.8M
2
+$9.92M
3
+$8.94M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.3M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.24M

Sector Composition

1 Technology 6.35%
2 Consumer Discretionary 3.51%
3 Healthcare 3.25%
4 Financials 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$574K 0.02%
16,380
-864
452
$569K 0.02%
2,116
-176
453
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26,572
+3,918
454
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455
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456
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1,694
-82
457
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33,832
-7,019
458
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8,772
+2,130
459
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18,553
-1,350
460
$555K 0.02%
16,856
-26,416
461
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12,145
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462
$554K 0.02%
836
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463
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29,021
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464
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6,235
465
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470
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2,410
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471
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16,572
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2,245
+19
473
$531K 0.02%
2,704
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474
$529K 0.02%
4,482
+313
475
$528K 0.02%
7,563
+296
17 18
19
20 21