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
826
$174K 0.01%
2,948
-10
827
$174K 0.01%
14,773
+12,966
828
$173K 0.01%
727
-179
829
$173K 0.01%
9,695
+1,070
830
$173K 0.01%
1,222
-235
831
$172K 0.01%
5,124
+20
832
$172K 0.01%
300
-275
833
$172K 0.01%
633
-19
834
$172K 0.01%
2,491
-1,542
835
$171K 0.01%
1,903
-476
836
$171K 0.01%
605
+12
837
$171K 0.01%
1,357
-22
838
$171K 0.01%
381
+59
839
$171K 0.01%
3,716
-186
840
$170K 0.01%
7,526
+2,306
841
$170K 0.01%
3,048
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842
$170K 0.01%
593
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843
$170K 0.01%
3,169
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844
$169K 0.01%
3,582
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845
$169K 0.01%
3,802
-1,137
846
$168K 0.01%
20,134
-1,391
847
$168K 0.01%
3,492
848
$168K 0.01%
3,312
849
$167K 0.01%
3,487
850
$167K 0.01%
4,751
+4,551
32 33
34
35 36