IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.1B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,705
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.9M
3
+$10.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.76M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$7.61M

Top Sells

1
+$14.8M
2
+$7.4M
3
+$7.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.94M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.89M

Sector Composition

1 Technology 4.45%
2 Consumer Discretionary 2.11%
3 Financials 2.1%
4 Healthcare 1.7%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.17M 0.04%
32,480
+5,118
227
$2.17M 0.04%
75,428
+171
228
$2.16M 0.04%
110,856
+95,046
229
$2.16M 0.04%
34,633
-50,457
230
$2.15M 0.04%
27,005
+2,084
231
$2.15M 0.04%
2,514
+92
232
$2.14M 0.04%
64,417
+28,584
233
$2.14M 0.04%
16,173
-160
234
$2.14M 0.04%
20,451
+717
235
$2.13M 0.04%
13,654
-941
236
$2.12M 0.04%
55,667
+3,244
237
$2.11M 0.04%
11,999
+964
238
$2.1M 0.04%
31,640
-5,190
239
$2.07M 0.04%
29,462
+1,007
240
$2.06M 0.04%
42,861
-11,751
241
$2.05M 0.04%
30,068
-2,079
242
$2.04M 0.04%
76,695
+2,158
243
$2.04M 0.04%
104,206
+1,922
244
$2.01M 0.04%
21,686
+4
245
$2.01M 0.04%
13,781
+3,203
246
$2.01M 0.04%
25,631
+23,431
247
$2M 0.04%
28,102
+710
248
$1.99M 0.04%
43,899
+1,009
249
$1.98M 0.04%
35,051
+2,467
250
$1.97M 0.04%
123,917
+2,741
8 9
10
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