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
1701
$20K ﹤0.01%
1,000
1702
$20K ﹤0.01%
479
1703
$20K ﹤0.01%
174
1704
$20K ﹤0.01%
443
1705
$20K ﹤0.01%
605
1706
$20K ﹤0.01%
+430
1707
$20K ﹤0.01%
220
1708
$20K ﹤0.01%
354
1709
$20K ﹤0.01%
156
1710
$20K ﹤0.01%
375
1711
$20K ﹤0.01%
639
-62
1712
$19K ﹤0.01%
153
1713
$19K ﹤0.01%
533
+96
1714
$19K ﹤0.01%
+671
1715
$19K ﹤0.01%
+525
1716
$19K ﹤0.01%
446
+292
1717
$19K ﹤0.01%
+684
1718
$19K ﹤0.01%
+420
1719
$19K ﹤0.01%
575
+300
1720
$19K ﹤0.01%
475
+448
1721
$19K ﹤0.01%
1,600
-200
1722
$19K ﹤0.01%
+244
1723
$19K ﹤0.01%
121
-187
1724
$18K ﹤0.01%
454
1725
$18K ﹤0.01%
750
67 68
69
70 71