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
2401
$2K ﹤0.01%
2
2402
$2K ﹤0.01%
49
-39
2403
$2K ﹤0.01%
104
2404
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91
2405
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780
2406
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43
-14
2407
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196
2408
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46
-51
2409
$2K ﹤0.01%
218
-1,000
2410
$2K ﹤0.01%
65
-35
2411
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60
2412
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13
-23
2413
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30
2414
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37
2415
$2K ﹤0.01%
19
-17
2416
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13
-13
2417
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+60
2418
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15
2419
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56
-366
2420
$2K ﹤0.01%
+75
2421
$2K ﹤0.01%
25
2422
$2K ﹤0.01%
33
2423
$2K ﹤0.01%
68
-56
2424
$2K ﹤0.01%
102
2425
$2K ﹤0.01%
47
95 96
97
98 99