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
676
$268K 0.01%
5,762
+174
677
$267K 0.01%
8,100
+3,896
678
$266K 0.01%
4,365
-413
679
$265K 0.01%
5,574
-2,820
680
$265K 0.01%
10,938
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681
$264K 0.01%
5,244
+133
682
$264K 0.01%
6,620
-1,860
683
$263K 0.01%
2,488
+319
684
$262K 0.01%
1,483
-150
685
$261K 0.01%
1,190
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686
$260K 0.01%
10,280
+9
687
$258K 0.01%
6,266
-587
688
$257K 0.01%
8,851
+1,829
689
$257K 0.01%
5,423
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690
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691
$253K 0.01%
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$253K 0.01%
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693
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1,328
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694
$252K 0.01%
3,460
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695
$251K 0.01%
1,217
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696
$250K 0.01%
3,119
+152
697
$249K 0.01%
2,117
-809
698
$247K 0.01%
1,640
-102
699
$247K 0.01%
724
-203
700
$246K 0.01%
5,916
+1,032
26 27
28
29 30