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
2626
$2K ﹤0.01%
23
2627
$2K ﹤0.01%
12
-11
2628
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+45
2629
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53
2630
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3
+1
2631
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+2
2632
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100
+69
2633
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2634
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2635
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4
2636
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+120
2637
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10
2638
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332
2639
$2K ﹤0.01%
50
-560
2640
$2K ﹤0.01%
98
-4,790
2641
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57
+22
2642
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2643
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33
2644
$2K ﹤0.01%
17
-148
2645
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27
2646
$2K ﹤0.01%
+46
2647
$2K ﹤0.01%
+66
2648
$2K ﹤0.01%
6
2649
$2K ﹤0.01%
30
2650
$2K ﹤0.01%
69
104 105
106
107 108