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
2126
$6K ﹤0.01%
66
-18
2127
$6K ﹤0.01%
+227
2128
$6K ﹤0.01%
46
-19
2129
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169
2130
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150
-730
2131
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150
+50
2132
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768
2133
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226
2134
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1
2135
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228
-1
2136
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50
2137
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37
+13
2138
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800
2139
$6K ﹤0.01%
1,000
2140
$6K ﹤0.01%
2,500
2141
$6K ﹤0.01%
83
2142
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98
+11
2143
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105
-112
2144
$6K ﹤0.01%
200
2145
$6K ﹤0.01%
+90
2146
$5K ﹤0.01%
+9
2147
$5K ﹤0.01%
375
2148
$5K ﹤0.01%
137
-1,571
2149
$5K ﹤0.01%
130
2150
$5K ﹤0.01%
313
+14
84 85
86
87 88