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
1276
$63K ﹤0.01%
1,864
+504
1277
$62K ﹤0.01%
2,062
+16
1278
$62K ﹤0.01%
530
+446
1279
$62K ﹤0.01%
1,655
+3
1280
$62K ﹤0.01%
2,228
+159
1281
$62K ﹤0.01%
130
+8
1282
$62K ﹤0.01%
3,197
-2,322
1283
$62K ﹤0.01%
1,093
-22
1284
$62K ﹤0.01%
5,000
-4,600
1285
$61K ﹤0.01%
+4,156
1286
$61K ﹤0.01%
408
-57
1287
$61K ﹤0.01%
342
+21
1288
$61K ﹤0.01%
351
-225
1289
$61K ﹤0.01%
3,114
1290
$60K ﹤0.01%
2,024
1291
$60K ﹤0.01%
1,405
+1,244
1292
$60K ﹤0.01%
+869
1293
$60K ﹤0.01%
310
1294
$60K ﹤0.01%
871
-100
1295
$60K ﹤0.01%
1,137
+125
1296
$60K ﹤0.01%
279
-8
1297
$60K ﹤0.01%
398
+213
1298
$60K ﹤0.01%
9,493
+7,000
1299
$60K ﹤0.01%
2,986
-3,846
1300
$60K ﹤0.01%
215
+43
50 51
52
53 54