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
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$12.4M
3
+$6.97M
4
AAPL icon
Apple
AAPL
+$6.88M
5
AMZN icon
Amazon
AMZN
+$6.65M

Top Sells

1
+$12.9M
2
+$6.11M
3
+$4.44M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.25M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$3.47M

Sector Composition

1 Technology 10.91%
2 Financials 4.72%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$511K 0.02%
9,670
+119
727
$510K 0.02%
16,020
728
$507K 0.02%
965
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729
$507K 0.02%
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730
$506K 0.02%
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731
$506K 0.02%
4,321
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$505K 0.02%
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$502K 0.02%
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734
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735
$499K 0.02%
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736
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737
$498K 0.02%
13,972
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738
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739
$497K 0.02%
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740
$496K 0.02%
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744
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$490K 0.02%
16,316
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$489K 0.02%
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$489K 0.02%
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748
$488K 0.02%
3,336
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$485K 0.02%
8,949
+2,859
750
$485K 0.02%
9,672
+2,026
28 29
30
31 32