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
576
$362K 0.01%
5,950
+823
577
$361K 0.01%
23,914
+720
578
$360K 0.01%
16,521
-274
579
$357K 0.01%
3,550
-2,361
580
$355K 0.01%
12,822
+210
581
$355K 0.01%
4,430
+1,120
582
$355K 0.01%
6,614
+815
583
$354K 0.01%
1,948
+281
584
$351K 0.01%
6,789
+28
585
$350K 0.01%
1,688
-63
586
$350K 0.01%
7,964
+5,392
587
$349K 0.01%
1,734
-710
588
$348K 0.01%
23,808
+5,529
589
$347K 0.01%
21,739
+7,398
590
$347K 0.01%
11,802
-2,102
591
$346K 0.01%
3,587
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592
$345K 0.01%
6,996
+663
593
$344K 0.01%
7,080
-3,505
594
$343K 0.01%
25,107
+1,389
595
$343K 0.01%
12,685
-1,835
596
$342K 0.01%
1,864
+172
597
$340K 0.01%
6,823
+4,313
598
$340K 0.01%
8,382
-855
599
$339K 0.01%
5,481
-220
600
$338K 0.01%
1,148
+78
22 23
24
25 26