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
526
$447K 0.02%
16,155
+6,778
527
$439K 0.02%
5,285
-309
528
$438K 0.02%
8,068
+7,955
529
$435K 0.02%
5,809
+797
530
$435K 0.02%
2,154
+173
531
$431K 0.02%
5,598
+935
532
$430K 0.02%
17,903
-1,377
533
$428K 0.02%
5,604
+357
534
$428K 0.02%
20,507
535
$424K 0.02%
193
+60
536
$421K 0.02%
5,317
-314
537
$421K 0.02%
2,440
+579
538
$420K 0.02%
4,350
+480
539
$420K 0.02%
2,724
540
$419K 0.02%
6,818
+1,183
541
$417K 0.02%
11,121
-469
542
$413K 0.02%
7,462
-2,009
543
$410K 0.02%
18,538
+14,028
544
$407K 0.02%
18,400
+11,324
545
$406K 0.02%
4,546
-3,033
546
$406K 0.02%
7,176
+6,265
547
$404K 0.02%
6,341
-72
548
$402K 0.02%
2,318
+535
549
$401K 0.02%
8,229
-865
550
$400K 0.02%
15,506
+14,346
20 21
22
23 24