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
926
$141K 0.01%
4,153
-45
927
$141K 0.01%
1,040
+998
928
$140K 0.01%
+5,200
929
$140K 0.01%
16,792
+2,060
930
$140K 0.01%
14,233
+540
931
$139K 0.01%
1,913
+36
932
$138K 0.01%
6,523
+2
933
$137K 0.01%
1,782
+841
934
$137K 0.01%
965
-179
935
$137K 0.01%
1,430
+420
936
$137K 0.01%
9,300
937
$136K 0.01%
10,539
938
$136K 0.01%
1,117
+992
939
$136K 0.01%
15,000
+10,000
940
$135K 0.01%
4,900
-1,350
941
$135K 0.01%
1,138
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942
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1,004
+21
943
$134K 0.01%
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944
$134K 0.01%
7,738
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945
$134K 0.01%
2,186
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946
$134K 0.01%
1,663
947
$134K 0.01%
5,471
-337
948
$133K 0.01%
1,190
+249
949
$133K 0.01%
2,334
+850
950
$132K 0.01%
1,631
-161
36 37
38
39 40