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
551
$398K 0.02%
13,673
-1,087
552
$397K 0.02%
13,391
-81
553
$397K 0.02%
5,802
+3,100
554
$395K 0.02%
10,457
+82
555
$395K 0.02%
5,863
+1,734
556
$394K 0.02%
13,375
-845
557
$391K 0.02%
7,096
+100
558
$391K 0.02%
7,847
-1,762
559
$390K 0.02%
1,268
-4,680
560
$389K 0.02%
7,675
+3,182
561
$381K 0.02%
11,028
-7,959
562
$379K 0.02%
2,112
-629
563
$379K 0.02%
250
564
$377K 0.02%
13,340
-50
565
$377K 0.02%
14,480
566
$375K 0.02%
4,777
+90
567
$374K 0.02%
13,355
568
$371K 0.02%
2,384
-500
569
$371K 0.02%
2,156
-53
570
$370K 0.02%
3,081
+41
571
$369K 0.02%
1,438
+161
572
$366K 0.01%
7,798
-300
573
$366K 0.01%
7,128
+1,239
574
$365K 0.01%
1,761
+707
575
$364K 0.01%
6,443
-882
21 22
23
24 25