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
2301
$3K ﹤0.01%
106
-2,048
2302
$3K ﹤0.01%
279
-76
2303
$3K ﹤0.01%
40
-85
2304
$3K ﹤0.01%
79
-32
2305
$3K ﹤0.01%
+57
2306
$3K ﹤0.01%
117
2307
$3K ﹤0.01%
44
2308
$3K ﹤0.01%
+45
2309
$3K ﹤0.01%
+171
2310
$3K ﹤0.01%
65
2311
$3K ﹤0.01%
+10
2312
$3K ﹤0.01%
90
2313
$3K ﹤0.01%
71
+28
2314
$3K ﹤0.01%
+74
2315
$3K ﹤0.01%
61
-2
2316
$3K ﹤0.01%
+53
2317
$3K ﹤0.01%
53
2318
$3K ﹤0.01%
43
2319
$3K ﹤0.01%
+150
2320
$3K ﹤0.01%
460
2321
$3K ﹤0.01%
50
2322
$3K ﹤0.01%
100
2323
$3K ﹤0.01%
100
2324
$3K ﹤0.01%
128
2325
$3K ﹤0.01%
65
+50
91 92
93
94 95