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
2476
$3K ﹤0.01%
28
+10
2477
$3K ﹤0.01%
+17
2478
$3K ﹤0.01%
300
2479
$3K ﹤0.01%
150
2480
$3K ﹤0.01%
+38
2481
$3K ﹤0.01%
7
2482
$3K ﹤0.01%
75
-24
2483
$3K ﹤0.01%
119
+51
2484
$3K ﹤0.01%
300
2485
$3K ﹤0.01%
45
+5
2486
$3K ﹤0.01%
70
-2,426
2487
$3K ﹤0.01%
150
-182
2488
$3K ﹤0.01%
35
2489
$3K ﹤0.01%
125
+17
2490
$3K ﹤0.01%
+100
2491
$3K ﹤0.01%
+500
2492
$3K ﹤0.01%
108
2493
$3K ﹤0.01%
88
+62
2494
$3K ﹤0.01%
123
+51
2495
$3K ﹤0.01%
43
2496
$3K ﹤0.01%
243
+70
2497
$3K ﹤0.01%
69
-35
2498
$3K ﹤0.01%
57
2499
$3K ﹤0.01%
+66
2500
$3K ﹤0.01%
2,000
98 99
100
101 102