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
776
$198K 0.01%
4,743
-427
777
$198K 0.01%
13,011
+862
778
$197K 0.01%
8,423
+68
779
$196K 0.01%
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-487
780
$196K 0.01%
7,100
+6,473
781
$195K 0.01%
6,750
-4,760
782
$195K 0.01%
2,007
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783
$195K 0.01%
2,029
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784
$195K 0.01%
23,638
-11,537
785
$194K 0.01%
7,512
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786
$193K 0.01%
3,825
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787
$193K 0.01%
1,324
788
$193K 0.01%
5,453
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789
$192K 0.01%
1,613
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$192K 0.01%
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161
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$191K 0.01%
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795
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$190K 0.01%
1,120
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$188K 0.01%
3,055
798
$188K 0.01%
4,917
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799
$188K 0.01%
5,315
800
$187K 0.01%
481
+171
30 31
32
33 34