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
701
$245K 0.01%
5,835
+3,096
702
$245K 0.01%
2,161
+109
703
$245K 0.01%
3,084
+148
704
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11,988
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705
$241K 0.01%
9,651
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706
$240K 0.01%
6,751
-234
707
$240K 0.01%
11,111
-2,007
708
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2,123
+458
709
$239K 0.01%
1,702
+107
710
$238K 0.01%
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711
$237K 0.01%
2,026
-43
712
$235K 0.01%
527
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713
$235K 0.01%
1,116
-13
714
$235K 0.01%
5,150
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715
$234K 0.01%
6,827
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4,275
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718
$230K 0.01%
2,234
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719
$230K 0.01%
7,471
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720
$228K 0.01%
5,542
-1,723
721
$226K 0.01%
3,050
+1,218
722
$225K 0.01%
2,885
-10
723
$225K 0.01%
5,369
-1,015
724
$225K 0.01%
3,397
+2,485
725
$225K 0.01%
4,479
-606
27 28
29
30 31