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
601
$337K 0.01%
12,074
+108
602
$336K 0.01%
5,314
+1,290
603
$336K 0.01%
8,435
-1,732
604
$333K 0.01%
6,948
-3,273
605
$332K 0.01%
1,482
-15
606
$332K 0.01%
2,944
+1,359
607
$331K 0.01%
1,176
-32
608
$330K 0.01%
4,950
-375
609
$329K 0.01%
12,064
610
$329K 0.01%
1,212
+567
611
$329K 0.01%
11,670
+1,935
612
$328K 0.01%
2,487
+171
613
$328K 0.01%
13,720
614
$326K 0.01%
6,570
-1,065
615
$326K 0.01%
977
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616
$323K 0.01%
10,444
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617
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3,722
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619
$320K 0.01%
1,176
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620
$319K 0.01%
3,328
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621
$319K 0.01%
2,725
+123
622
$319K 0.01%
+1,380
623
$318K 0.01%
4,600
-460
624
$318K 0.01%
4,709
+529
625
$317K 0.01%
3,210
+959
23 24
25
26 27