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
2151
$5K ﹤0.01%
2,200
2152
$5K ﹤0.01%
364
2153
$5K ﹤0.01%
232
+156
2154
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38
2155
$5K ﹤0.01%
150
-12
2156
– –
0
2157
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100
2158
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300
-105
2159
$5K ﹤0.01%
126
2160
$5K ﹤0.01%
136
2161
$5K ﹤0.01%
+200
2162
$5K ﹤0.01%
+52
2163
$5K ﹤0.01%
56
-5
2164
$5K ﹤0.01%
55
2165
$5K ﹤0.01%
1,118
-1,000
2166
$5K ﹤0.01%
136
-132
2167
$5K ﹤0.01%
307
2168
$5K ﹤0.01%
78
+27
2169
$5K ﹤0.01%
500
2170
$5K ﹤0.01%
123
2171
$5K ﹤0.01%
163
2172
$5K ﹤0.01%
646
-123
2173
$5K ﹤0.01%
+50
2174
$5K ﹤0.01%
190
-20
2175
$5K ﹤0.01%
36
+10
85 86
87
88 89