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
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$12.4M
3
+$6.97M
4
AAPL icon
Apple
AAPL
+$6.88M
5
AMZN icon
Amazon
AMZN
+$6.65M

Top Sells

1
+$12.9M
2
+$6.11M
3
+$4.44M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.25M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$3.47M

Sector Composition

1 Technology 10.91%
2 Financials 4.72%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$307K 0.01%
2,174
-20
927
$307K 0.01%
5,838
+827
928
$307K 0.01%
6,433
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929
$306K 0.01%
5,235
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930
$306K 0.01%
7,128
931
$306K 0.01%
+10,000
932
$305K 0.01%
6,094
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$305K 0.01%
10,308
-35
934
$304K 0.01%
7,297
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935
$304K 0.01%
3,727
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936
$304K 0.01%
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937
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1,882
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938
$303K 0.01%
7,454
+1,913
939
$303K 0.01%
239
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940
$302K 0.01%
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$301K 0.01%
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942
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3,846
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943
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945
$297K 0.01%
7,467
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946
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5,640
947
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5,997
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$296K 0.01%
2,546
949
$295K 0.01%
3,210
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950
$295K 0.01%
3,258
+207
36 37
38
39 40