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
2526
$2K ﹤0.01%
+17
2527
$2K ﹤0.01%
100
-1,435
2528
$2K ﹤0.01%
+1,340
2529
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150
2530
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10
-5
2531
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21
+7
2532
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122
+22
2533
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12
+6
2534
$2K ﹤0.01%
74
2535
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88
2536
$2K ﹤0.01%
33
+15
2537
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43
+10
2538
$2K ﹤0.01%
6
+1
2539
$2K ﹤0.01%
144
2540
– –
0
2541
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36
-25
2542
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160
2543
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182
2544
$2K ﹤0.01%
60
+30
2545
$2K ﹤0.01%
+100
2546
$2K ﹤0.01%
31
+17
2547
$2K ﹤0.01%
1,100
-2,000
2548
$2K ﹤0.01%
3
2549
$2K ﹤0.01%
+100
2550
$2K ﹤0.01%
17
100 101
102
103 104