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
1551
$30K ﹤0.01%
746
-753
1552
$30K ﹤0.01%
+1,500
1553
$30K ﹤0.01%
230
+153
1554
$30K ﹤0.01%
+1,000
1555
$30K ﹤0.01%
+1,960
1556
$30K ﹤0.01%
574
+54
1557
$30K ﹤0.01%
1,416
+1,000
1558
$30K ﹤0.01%
156
-94
1559
$30K ﹤0.01%
493
1560
$30K ﹤0.01%
5
-7
1561
$29K ﹤0.01%
335
1562
$29K ﹤0.01%
1,309
+163
1563
$29K ﹤0.01%
+1,104
1564
$29K ﹤0.01%
315
-82
1565
$29K ﹤0.01%
789
-178
1566
$29K ﹤0.01%
934
+5
1567
$29K ﹤0.01%
638
-540
1568
$29K ﹤0.01%
68
+8
1569
$29K ﹤0.01%
108
1570
$29K ﹤0.01%
216
-351
1571
$28K ﹤0.01%
800
-964
1572
$28K ﹤0.01%
803
+708
1573
$28K ﹤0.01%
645
-62
1574
$28K ﹤0.01%
278
1575
$28K ﹤0.01%
186
-58
61 62
63
64 65