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
726
$225K 0.01%
9,448
+5,798
727
$225K 0.01%
3,318
+714
728
$224K 0.01%
7,890
-1,750
729
$224K 0.01%
2,139
-26
730
$224K 0.01%
8,724
+2,933
731
$224K 0.01%
8,470
732
$223K 0.01%
2,690
+2,226
733
$223K 0.01%
1,656
734
$222K 0.01%
2,280
-236
735
$221K 0.01%
3,471
+225
736
$220K 0.01%
+23,618
737
$219K 0.01%
35,535
-1,558
738
$219K 0.01%
6,448
+2,929
739
$219K 0.01%
7,783
+705
740
$218K 0.01%
3,557
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741
$218K 0.01%
2,297
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742
$218K 0.01%
11,131
-1,217
743
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4,240
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744
$216K 0.01%
9,885
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745
$215K 0.01%
2,153
+180
746
$215K 0.01%
8,278
-51
747
$214K 0.01%
1,619
-152
748
$214K 0.01%
10,381
+1,913
749
$214K 0.01%
5,764
-1,854
750
$212K 0.01%
1,675
+796
28 29
30
31 32