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
1526
$32K ﹤0.01%
2,043
-118
1527
$32K ﹤0.01%
+1,130
1528
$32K ﹤0.01%
852
+43
1529
$32K ﹤0.01%
583
+74
1530
$32K ﹤0.01%
343
-1,786
1531
$32K ﹤0.01%
8,600
+1,000
1532
$32K ﹤0.01%
164
+57
1533
$32K ﹤0.01%
600
1534
$32K ﹤0.01%
569
1535
$31K ﹤0.01%
2,475
1536
$31K ﹤0.01%
1,238
1537
$31K ﹤0.01%
623
-1
1538
$31K ﹤0.01%
990
-13,688
1539
$31K ﹤0.01%
784
+118
1540
$31K ﹤0.01%
+1,500
1541
$31K ﹤0.01%
750
1542
$31K ﹤0.01%
402
-192
1543
$31K ﹤0.01%
800
1544
$31K ﹤0.01%
680
1545
$31K ﹤0.01%
4,173
1546
$30K ﹤0.01%
425
-481
1547
$30K ﹤0.01%
381
+178
1548
$30K ﹤0.01%
2,884
1549
$30K ﹤0.01%
+1,000
1550
$30K ﹤0.01%
+950
60 61
62
63 64