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
951
$132K 0.01%
6,563
+303
952
$131K 0.01%
1,348
+105
953
$131K 0.01%
537
-24
954
$130K 0.01%
649
-29
955
$130K 0.01%
5,039
+910
956
$130K 0.01%
4,481
+2,044
957
$130K 0.01%
1,136
+179
958
$129K 0.01%
1,042
-1,232
959
$129K 0.01%
2,541
-101
960
$129K 0.01%
2,374
+3
961
$129K 0.01%
1,406
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962
$129K 0.01%
401
-10
963
$128K 0.01%
2,171
+580
964
$128K 0.01%
+1,805
965
$128K 0.01%
4,378
+3,973
966
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112
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967
$128K 0.01%
93,246
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968
$128K 0.01%
6,705
969
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4,173
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970
$127K 0.01%
1,326
971
$126K 0.01%
736
972
$126K 0.01%
271
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973
$126K 0.01%
8,304
974
$125K 0.01%
811
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975
$125K 0.01%
1,323
-260
37 38
39
40 41