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
2351
$3K ﹤0.01%
172
2352
$3K ﹤0.01%
6
-1
2353
$3K ﹤0.01%
6,660
2354
$3K ﹤0.01%
13
2355
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55
2356
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81
2357
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191
+89
2358
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102
2359
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414
-251
2360
$3K ﹤0.01%
500
2361
$3K ﹤0.01%
43
2362
$3K ﹤0.01%
126
2363
$3K ﹤0.01%
491
-97
2364
$3K ﹤0.01%
2,321
2365
$3K ﹤0.01%
135
2366
$3K ﹤0.01%
280
2367
$3K ﹤0.01%
107
2368
$3K ﹤0.01%
+500
2369
$2K ﹤0.01%
+20
2370
$2K ﹤0.01%
+200
2371
$2K ﹤0.01%
+43
2372
$2K ﹤0.01%
+7
2373
$2K ﹤0.01%
146
2374
$2K ﹤0.01%
24
+9
2375
$2K ﹤0.01%
43
93 94
95
96 97