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
501
$483K 0.02%
2,530
+289
502
$482K 0.02%
19,279
+27
503
$482K 0.02%
14,424
+2,138
504
$482K 0.02%
+12,871
505
$481K 0.02%
2,697
+1,234
506
$481K 0.02%
1,761
+372
507
$481K 0.02%
12,552
+116
508
$476K 0.02%
6,896
-385
509
$476K 0.02%
8,917
+4,712
510
$474K 0.02%
9,123
-185
511
$472K 0.02%
1,981
-284
512
$468K 0.02%
15,513
-1,728
513
$467K 0.02%
280
+66
514
$466K 0.02%
+8,216
515
$464K 0.02%
4,741
+175
516
$462K 0.02%
8,640
-18,550
517
$460K 0.02%
3,809
+106
518
$460K 0.02%
8,273
-35
519
$458K 0.02%
7,836
-1,524
520
$458K 0.02%
8,100
-600
521
$455K 0.02%
14,546
-1,063
522
$454K 0.02%
15,770
523
$453K 0.02%
8,847
+2,211
524
$449K 0.02%
4,881
-2,300
525
$447K 0.02%
14,666
-135,325
19 20
21
22 23