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
2176
$5K ﹤0.01%
151
2177
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112
+2
2178
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2179
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+11
2180
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17
-14
2181
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2182
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417
2183
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14,242
2184
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91
-200
2185
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+100
2186
$5K ﹤0.01%
143
2187
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100
2188
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2,000
2189
$5K ﹤0.01%
51
-146
2190
$5K ﹤0.01%
242
-20,996
2191
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86
-5
2192
$5K ﹤0.01%
+225
2193
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47
2194
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100
2195
$5K ﹤0.01%
57
2196
$5K ﹤0.01%
81
2197
$5K ﹤0.01%
93
2198
$5K ﹤0.01%
400
2199
$5K ﹤0.01%
342
2200
$5K ﹤0.01%
121
+61
86 87
88
89 90