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
1951
$10K ﹤0.01%
980
-138
1952
$10K ﹤0.01%
+336
1953
$10K ﹤0.01%
334
1954
$10K ﹤0.01%
329
1955
$10K ﹤0.01%
286
+177
1956
$10K ﹤0.01%
108
+20
1957
$10K ﹤0.01%
191
+160
1958
$10K ﹤0.01%
3,362
+1,991
1959
$10K ﹤0.01%
505
-89
1960
$10K ﹤0.01%
527
1961
$10K ﹤0.01%
563
1962
$10K ﹤0.01%
179
1963
$10K ﹤0.01%
327
1964
$10K ﹤0.01%
72
-1
1965
$10K ﹤0.01%
324
1966
$10K ﹤0.01%
211
1967
$10K ﹤0.01%
229
+180
1968
$10K ﹤0.01%
+130
1969
$10K ﹤0.01%
381
1970
$10K ﹤0.01%
309
+24
1971
$10K ﹤0.01%
+200,000
1972
$10K ﹤0.01%
26
1973
$9K ﹤0.01%
290
-43,162
1974
$9K ﹤0.01%
200
1975
$9K ﹤0.01%
99
+7
77 78
79
80 81