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
2201
$5K ﹤0.01%
2,400
2202
$5K ﹤0.01%
519
+257
2203
$5K ﹤0.01%
+350
2204
$5K ﹤0.01%
60
-45
2205
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416
+316
2206
$5K ﹤0.01%
16
2207
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23
+15
2208
$5K ﹤0.01%
100
2209
$5K ﹤0.01%
87
2210
$5K ﹤0.01%
168
-18
2211
$4K ﹤0.01%
426
+10
2212
$4K ﹤0.01%
30
+9
2213
$4K ﹤0.01%
+75
2214
$4K ﹤0.01%
122
-69
2215
$4K ﹤0.01%
80
2216
$4K ﹤0.01%
50
2217
$4K ﹤0.01%
32
+22
2218
$4K ﹤0.01%
29
2219
$4K ﹤0.01%
100
2220
$4K ﹤0.01%
109
2221
$4K ﹤0.01%
250
-250
2222
$4K ﹤0.01%
127
2223
$4K ﹤0.01%
+163
2224
$4K ﹤0.01%
200
2225
$4K ﹤0.01%
100
87 88
89
90 91