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
2226
$4K ﹤0.01%
190
-81
2227
$4K ﹤0.01%
43
+29
2228
$4K ﹤0.01%
144
-76
2229
$4K ﹤0.01%
75
2230
$4K ﹤0.01%
105
+17
2231
$4K ﹤0.01%
249
2232
$4K ﹤0.01%
+5
2233
$4K ﹤0.01%
86
-78
2234
$4K ﹤0.01%
700
2235
$4K ﹤0.01%
146
2236
$4K ﹤0.01%
55
2237
$4K ﹤0.01%
207
2238
$4K ﹤0.01%
80
-60
2239
$4K ﹤0.01%
70
2240
$4K ﹤0.01%
+78
2241
$4K ﹤0.01%
192
-33,187
2242
$4K ﹤0.01%
+63
2243
$4K ﹤0.01%
290
+125
2244
$4K ﹤0.01%
26
2245
$4K ﹤0.01%
89
2246
$4K ﹤0.01%
175
2247
$4K ﹤0.01%
53
+9
2248
$4K ﹤0.01%
129
2249
– –
0
2250
$4K ﹤0.01%
170
-92
88 89
90
91 92