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
1401
$45K ﹤0.01%
1,194
-404
1402
$44K ﹤0.01%
330
-60
1403
$44K ﹤0.01%
460
1404
$44K ﹤0.01%
2,643
-234
1405
$44K ﹤0.01%
578
+557
1406
$44K ﹤0.01%
840
1407
$44K ﹤0.01%
2,984
1408
$44K ﹤0.01%
3,068
+8
1409
$44K ﹤0.01%
558
+30
1410
$44K ﹤0.01%
500
1411
$43K ﹤0.01%
1,372
-383
1412
$43K ﹤0.01%
83
1413
$43K ﹤0.01%
900
+500
1414
$43K ﹤0.01%
2,853
+2,673
1415
$43K ﹤0.01%
507
+216
1416
$43K ﹤0.01%
209
-637
1417
$43K ﹤0.01%
873
+1
1418
$43K ﹤0.01%
514
-40
1419
$43K ﹤0.01%
188
1420
$43K ﹤0.01%
550
+100
1421
$42K ﹤0.01%
444
1422
$42K ﹤0.01%
1,084
+752
1423
$42K ﹤0.01%
753
1424
$42K ﹤0.01%
749
1425
$42K ﹤0.01%
550
-1,474
55 56
57
58 59