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
1901
$12K ﹤0.01%
+500
1902
$12K ﹤0.01%
109
1903
$12K ﹤0.01%
+400
1904
$12K ﹤0.01%
513
-1,029
1905
$11K ﹤0.01%
3,465
1906
$11K ﹤0.01%
+370
1907
$11K ﹤0.01%
+2,153
1908
$11K ﹤0.01%
354
1909
$11K ﹤0.01%
100
1910
$11K ﹤0.01%
150
1911
$11K ﹤0.01%
242
1912
$11K ﹤0.01%
+5
1913
$11K ﹤0.01%
160
+51
1914
$11K ﹤0.01%
148
+13
1915
$11K ﹤0.01%
217
-50
1916
$11K ﹤0.01%
428
+99
1917
$11K ﹤0.01%
600
-400
1918
$11K ﹤0.01%
160
1919
$11K ﹤0.01%
200
1920
$11K ﹤0.01%
236
1921
$11K ﹤0.01%
82
1922
$11K ﹤0.01%
670
1923
$11K ﹤0.01%
223
1924
$11K ﹤0.01%
60
1925
$11K ﹤0.01%
326
75 76
77
78 79