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
1651
$23K ﹤0.01%
90
-2
1652
$22K ﹤0.01%
5,825
+3
1653
$22K ﹤0.01%
247
1654
$22K ﹤0.01%
4,000
1655
$22K ﹤0.01%
389
1656
$22K ﹤0.01%
265
-139
1657
$22K ﹤0.01%
120
+10
1658
$22K ﹤0.01%
1,339
-553
1659
$22K ﹤0.01%
549
-406
1660
$22K ﹤0.01%
259
1661
$22K ﹤0.01%
688
+112
1662
$22K ﹤0.01%
100
-15
1663
$22K ﹤0.01%
203
+60
1664
$22K ﹤0.01%
1,300
1665
$22K ﹤0.01%
337
+16
1666
$22K ﹤0.01%
1,602
-1,153
1667
$22K ﹤0.01%
807
-1,000
1668
$21K ﹤0.01%
381
-518
1669
$21K ﹤0.01%
1,720
-217
1670
$21K ﹤0.01%
147
+131
1671
$21K ﹤0.01%
594
+6
1672
$21K ﹤0.01%
5,969
-2,881
1673
$21K ﹤0.01%
4,469
-400
1674
$21K ﹤0.01%
626
+138
1675
$21K ﹤0.01%
1,660
+1,168
65 66
67
68 69