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
801
$187K 0.01%
4,705
+4,131
802
$184K 0.01%
3,581
-75
803
$184K 0.01%
+2,437
804
$184K 0.01%
+5,960
805
$183K 0.01%
1,415
+37
806
$183K 0.01%
3,986
+1,434
807
$183K 0.01%
4,551
-792
808
$182K 0.01%
5,087
+2,676
809
$182K 0.01%
2,531
-131
810
$181K 0.01%
740
-1,077
811
$180K 0.01%
1,198
+192
812
$180K 0.01%
1,982
-407
813
$179K 0.01%
2,039
+122
814
$179K 0.01%
2,899
+114
815
$179K 0.01%
1,831
-8
816
$178K 0.01%
3,847
+100
817
$178K 0.01%
842
+95
818
$178K 0.01%
1,947
-281
819
$178K 0.01%
3,856
-2,075
820
$178K 0.01%
5,650
-222
821
$177K 0.01%
3,738
-2,326
822
$177K 0.01%
6,535
823
$177K 0.01%
4,413
+161
824
$176K 0.01%
9,032
-1,164
825
$174K 0.01%
1,789
+1,589
31 32
33
34 35