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
1851
$13K ﹤0.01%
+214
1852
$13K ﹤0.01%
227
1853
$13K ﹤0.01%
31
-17
1854
$13K ﹤0.01%
+652
1855
$13K ﹤0.01%
2,511
-36
1856
$13K ﹤0.01%
56
1857
$13K ﹤0.01%
477
-633
1858
$13K ﹤0.01%
1,000
1859
$13K ﹤0.01%
834
+750
1860
$13K ﹤0.01%
62,599
+26,879
1861
$13K ﹤0.01%
+1,000
1862
$13K ﹤0.01%
100
1863
$12K ﹤0.01%
+100
1864
$12K ﹤0.01%
292
+30
1865
$12K ﹤0.01%
46
1866
$12K ﹤0.01%
841
+50
1867
$12K ﹤0.01%
3,000
-1,535
1868
$12K ﹤0.01%
353
-21
1869
$12K ﹤0.01%
326
-1
1870
$12K ﹤0.01%
996
1871
$12K ﹤0.01%
154
-777
1872
$12K ﹤0.01%
389
1873
$12K ﹤0.01%
52
-5
1874
$12K ﹤0.01%
359
1875
$12K ﹤0.01%
+306
73 74
75
76 77