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
1776
$16K ﹤0.01%
400
-56
1777
$16K ﹤0.01%
110
1778
$15K ﹤0.01%
311
+281
1779
$15K ﹤0.01%
1,000
1780
$15K ﹤0.01%
13
+5
1781
$15K ﹤0.01%
96
1782
$15K ﹤0.01%
5,021
+1,000
1783
$15K ﹤0.01%
231
-33
1784
$15K ﹤0.01%
900
1785
$15K ﹤0.01%
+8
1786
$15K ﹤0.01%
350
-44
1787
$15K ﹤0.01%
422
+339
1788
$15K ﹤0.01%
1,278
+55
1789
$15K ﹤0.01%
+496
1790
$15K ﹤0.01%
1,124
1791
$15K ﹤0.01%
1,100
-567
1792
$15K ﹤0.01%
712
+558
1793
$15K ﹤0.01%
8,904
-596
1794
$15K ﹤0.01%
408
1795
$15K ﹤0.01%
325
-17
1796
$15K ﹤0.01%
96
+2
1797
$15K ﹤0.01%
90
+65
1798
$15K ﹤0.01%
350
1799
$15K ﹤0.01%
248
+80
1800
$15K ﹤0.01%
483
-42
70 71
72
73 74