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
2501
$3K ﹤0.01%
26
2502
$3K ﹤0.01%
13
2503
$3K ﹤0.01%
151
-875
2504
$3K ﹤0.01%
525
2505
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35
2506
$3K ﹤0.01%
+63
2507
$3K ﹤0.01%
36
2508
$3K ﹤0.01%
50
2509
$3K ﹤0.01%
39
-10
2510
$3K ﹤0.01%
555
2511
$2K ﹤0.01%
56
2512
$2K ﹤0.01%
33
2513
$2K ﹤0.01%
13
2514
$2K ﹤0.01%
31
-1,596
2515
$2K ﹤0.01%
60
2516
$2K ﹤0.01%
67
2517
$2K ﹤0.01%
53
+19
2518
$2K ﹤0.01%
130
2519
– –
0
2520
$2K ﹤0.01%
13
2521
$2K ﹤0.01%
114
+14
2522
$2K ﹤0.01%
+239
2523
$2K ﹤0.01%
+270
2524
$2K ﹤0.01%
208
2525
$2K ﹤0.01%
+15
99 100
101
102 103