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
2701
$1K ﹤0.01%
32
-12
2702
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45
-184
2703
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2704
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2705
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2706
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2707
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2708
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2709
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+2
2710
$1K ﹤0.01%
+9
2711
$1K ﹤0.01%
60
-1,469
2712
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1
-1
2713
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2714
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950
2715
$1K ﹤0.01%
62
-9,994
2716
$1K ﹤0.01%
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2717
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2718
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345
-250
2719
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2720
$1K ﹤0.01%
50
2721
$1K ﹤0.01%
1
2722
$1K ﹤0.01%
45
2723
$1K ﹤0.01%
21
2724
$1K ﹤0.01%
490
2725
$1K ﹤0.01%
10
107 108
109
110 111