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
876
$157K 0.01%
+6,798
877
$156K 0.01%
493
+77
878
$156K 0.01%
550
+100
879
$156K 0.01%
1,222
+159
880
$155K 0.01%
703
+402
881
$155K 0.01%
2,068
882
$154K 0.01%
5,141
-71
883
$153K 0.01%
734
+145
884
$153K 0.01%
3,701
-870
885
$152K 0.01%
6,791
-277
886
$151K 0.01%
2,230
+345
887
$151K 0.01%
1,833
+419
888
$151K 0.01%
2,104
-36
889
$151K 0.01%
2,374
-104
890
$150K 0.01%
1,013
-106
891
$150K 0.01%
612
+250
892
$150K 0.01%
6,984
+1,096
893
$150K 0.01%
2,092
+1,658
894
$150K 0.01%
692
-3
895
$150K 0.01%
3,706
-56
896
$150K 0.01%
1,667
+127
897
$149K 0.01%
2,038
-10
898
$149K 0.01%
4,981
-1,253
899
$149K 0.01%
5,104
+322
900
$148K 0.01%
5,800
+2,200
34 35
36
37 38