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
1576
$28K ﹤0.01%
710
1577
$28K ﹤0.01%
97
+10
1578
$28K ﹤0.01%
98
-27
1579
$28K ﹤0.01%
534
-29
1580
$28K ﹤0.01%
234
-7
1581
$28K ﹤0.01%
1,034
1582
$28K ﹤0.01%
444
1583
$28K ﹤0.01%
527
+449
1584
$28K ﹤0.01%
1,000
1585
$28K ﹤0.01%
601
-32
1586
$27K ﹤0.01%
401
+400
1587
$27K ﹤0.01%
269
+80
1588
$27K ﹤0.01%
+10,000
1589
$27K ﹤0.01%
+133
1590
$27K ﹤0.01%
387
1591
$27K ﹤0.01%
1,220
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1592
$27K ﹤0.01%
390
1593
$27K ﹤0.01%
2,827
+2,742
1594
$27K ﹤0.01%
1,135
-430
1595
$27K ﹤0.01%
1,000
-1,000
1596
$26K ﹤0.01%
575
-135
1597
$26K ﹤0.01%
372
-124
1598
$26K ﹤0.01%
416
-200
1599
$26K ﹤0.01%
491
+5
1600
$26K ﹤0.01%
242
-15
62 63
64
65 66