IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
3,706
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.2M
3
+$10M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.47M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$7.58M

Top Sells

1
+$14.9M
2
+$7.26M
3
+$6.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.72M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$6.17M

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
2601
$2K ﹤0.01%
43
+10
2602
$2K ﹤0.01%
6
+1
2603
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49
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2604
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46
2605
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125
-272
2606
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84
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2607
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18
2608
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209
+63
2609
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122
2610
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19
-24
2611
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100
2612
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129
2613
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75
-42
2614
– –
0
2615
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+100
2616
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+62
2617
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36
+10
2618
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22
-28
2619
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63
2620
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64
+4
2621
$2K ﹤0.01%
100
2622
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110
-647
2623
$2K ﹤0.01%
2
-100
2624
$2K ﹤0.01%
301
2625
$2K ﹤0.01%
119
+61
103 104
105
106 107