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
1926
$11K ﹤0.01%
+200
1927
$11K ﹤0.01%
+67
1928
$11K ﹤0.01%
37
-8
1929
$11K ﹤0.01%
100
-2
1930
$11K ﹤0.01%
1,558
-200
1931
$11K ﹤0.01%
265
-1,050
1932
$11K ﹤0.01%
1,200
1933
$11K ﹤0.01%
290
-361
1934
$11K ﹤0.01%
802
1935
$11K ﹤0.01%
700
1936
$11K ﹤0.01%
8,500
+1,000
1937
$11K ﹤0.01%
1,750
+250
1938
$11K ﹤0.01%
64
-9
1939
$11K ﹤0.01%
293
1940
$11K ﹤0.01%
106
+26
1941
$10K ﹤0.01%
329
1942
$10K ﹤0.01%
100
1943
$10K ﹤0.01%
+500
1944
$10K ﹤0.01%
166
1945
$10K ﹤0.01%
244
1946
$10K ﹤0.01%
339
1947
$10K ﹤0.01%
319
+97
1948
$10K ﹤0.01%
90
1949
$10K ﹤0.01%
187
1950
$10K ﹤0.01%
186
76 77
78
79 80