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
2326
$3K ﹤0.01%
121
-300
2327
$3K ﹤0.01%
148
-1
2328
$3K ﹤0.01%
75
2329
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22
2330
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66
-335
2331
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100
-159
2332
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42
+9
2333
$3K ﹤0.01%
92
+60
2334
$3K ﹤0.01%
194
2335
$3K ﹤0.01%
152
+67
2336
$3K ﹤0.01%
+125
2337
$3K ﹤0.01%
61
-340
2338
$3K ﹤0.01%
26
2339
$3K ﹤0.01%
90
-36
2340
$3K ﹤0.01%
200
-635
2341
$3K ﹤0.01%
36
+9
2342
$3K ﹤0.01%
83
+19
2343
$3K ﹤0.01%
108
2344
$3K ﹤0.01%
100
2345
$3K ﹤0.01%
100
2346
$3K ﹤0.01%
16
2347
$3K ﹤0.01%
157
-3
2348
$3K ﹤0.01%
500
+484
2349
$3K ﹤0.01%
124
2350
$3K ﹤0.01%
55
-1,900
92 93
94
95 96