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
2701
$1K ﹤0.01%
+13
2702
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2703
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2704
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3
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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2710
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2711
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1
2712
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2713
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2714
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10
2715
$1K ﹤0.01%
5
2716
$1K ﹤0.01%
10
2717
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2718
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+2
2719
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2720
$1K ﹤0.01%
+13
2721
$1K ﹤0.01%
245
2722
$1K ﹤0.01%
314
2723
$1K ﹤0.01%
50
2724
$1K ﹤0.01%
100
2725
$1K ﹤0.01%
18
107 108
109
110 111