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
851
$167K 0.01%
5,366
-5,120
852
$167K 0.01%
3,230
+1,290
853
$166K 0.01%
3,872
-206
854
$166K 0.01%
1,232
+207
855
$166K 0.01%
5,907
+5,507
856
$165K 0.01%
1,773
+1,073
857
$165K 0.01%
3,308
-571
858
$163K 0.01%
1,428
+78
859
$162K 0.01%
1,862
+56
860
$162K 0.01%
16,016
-14,333
861
$162K 0.01%
3,273
-43
862
$162K 0.01%
1,720
-47
863
$161K 0.01%
4,260
-24
864
$161K 0.01%
1,470
+194
865
$161K 0.01%
3,793
866
$161K 0.01%
6,482
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867
$161K 0.01%
1,055
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868
$160K 0.01%
1,151
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869
$160K 0.01%
1,833
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870
$159K 0.01%
2,184
+293
871
$159K 0.01%
3,074
+60
872
$158K 0.01%
3,973
+3,895
873
$157K 0.01%
7,606
+220
874
$157K 0.01%
5,842
+866
875
$157K 0.01%
4,545
-22
33 34
35
36 37