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
651
$288K 0.01%
3,376
+232
652
$288K 0.01%
4,190
+75
653
$288K 0.01%
8,992
+7,992
654
$287K 0.01%
903
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655
$287K 0.01%
3,310
-1,310
656
$286K 0.01%
11,000
+1,000
657
$286K 0.01%
4,447
-888
658
$285K 0.01%
6,633
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659
$285K 0.01%
7,445
-163
660
$283K 0.01%
2,997
+351
661
$281K 0.01%
19,105
+16,213
662
$280K 0.01%
4,452
-580
663
$279K 0.01%
7,742
+4,180
664
$279K 0.01%
2,441
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665
$279K 0.01%
629
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$279K 0.01%
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667
$278K 0.01%
28,707
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668
$278K 0.01%
7,034
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669
$275K 0.01%
3,160
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670
$275K 0.01%
1,700
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671
$275K 0.01%
3,179
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672
$271K 0.01%
7,637
+7,497
673
$269K 0.01%
6,545
-416
674
$268K 0.01%
2,581
+2,541
675
$268K 0.01%
3,612
-280
25 26
27
28 29