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
1476
$37K ﹤0.01%
791
-1,987
1477
$37K ﹤0.01%
1,000
-750
1478
$37K ﹤0.01%
1,281
-5
1479
$36K ﹤0.01%
336
+95
1480
$36K ﹤0.01%
1,907
-533
1481
$36K ﹤0.01%
+2,200
1482
$36K ﹤0.01%
2,497
-17
1483
$36K ﹤0.01%
662
+6
1484
$36K ﹤0.01%
602
1485
$36K ﹤0.01%
+70
1486
$35K ﹤0.01%
58
-12
1487
$35K ﹤0.01%
785
+1
1488
$35K ﹤0.01%
869
1489
$35K ﹤0.01%
1,000
1490
$35K ﹤0.01%
+786
1491
$35K ﹤0.01%
487
-2,747
1492
$35K ﹤0.01%
603
1493
$35K ﹤0.01%
689
-68
1494
$35K ﹤0.01%
418
1495
$35K ﹤0.01%
218
+203
1496
$35K ﹤0.01%
+2,400
1497
$35K ﹤0.01%
438
-11
1498
$35K ﹤0.01%
4,162
+4,000
1499
$35K ﹤0.01%
6,333
+6,015
1500
$34K ﹤0.01%
+453
58 59
60
61 62