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
1026
$111K ﹤0.01%
+15,325
1027
$111K ﹤0.01%
1,348
-29
1028
$111K ﹤0.01%
869
-12
1029
$111K ﹤0.01%
8,752
+1,046
1030
$110K ﹤0.01%
1,651
+131
1031
$110K ﹤0.01%
6,096
+5,776
1032
$110K ﹤0.01%
5,417
1033
$110K ﹤0.01%
1,041
+2
1034
$110K ﹤0.01%
1,352
+10
1035
$110K ﹤0.01%
+2,452
1036
$109K ﹤0.01%
1,060
+1,035
1037
$109K ﹤0.01%
2,676
-949
1038
$109K ﹤0.01%
465
-45
1039
$109K ﹤0.01%
2,454
+353
1040
$108K ﹤0.01%
1,940
+905
1041
$108K ﹤0.01%
3,489
-463
1042
$108K ﹤0.01%
2,110
+1,611
1043
$108K ﹤0.01%
4,925
1044
$108K ﹤0.01%
422
+17
1045
$108K ﹤0.01%
198
+8
1046
$107K ﹤0.01%
15,315
+14,015
1047
$107K ﹤0.01%
2,929
+2,541
1048
$107K ﹤0.01%
2,561
1049
$107K ﹤0.01%
916
+84
1050
$107K ﹤0.01%
439
+147
40 41
42
43 44