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
2276
$4K ﹤0.01%
250
2277
$4K ﹤0.01%
37
-16
2278
$4K ﹤0.01%
140
-79
2279
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118
+80
2280
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170
2281
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170
2282
$4K ﹤0.01%
+225
2283
$4K ﹤0.01%
262
2284
$3K ﹤0.01%
67
-40
2285
$3K ﹤0.01%
145
-2,060
2286
$3K ﹤0.01%
+107
2287
– –
0
2288
$3K ﹤0.01%
55
2289
$3K ﹤0.01%
13
2290
$3K ﹤0.01%
74
2291
$3K ﹤0.01%
20
2292
$3K ﹤0.01%
39
2293
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69
2294
$3K ﹤0.01%
200
2295
$3K ﹤0.01%
100
2296
$3K ﹤0.01%
86
+61
2297
$3K ﹤0.01%
+500
2298
$3K ﹤0.01%
75
-20
2299
$3K ﹤0.01%
51
2300
$3K ﹤0.01%
+68
90 91
92
93 94