IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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%
724
2702
$1K ﹤0.01%
+1
2703
$1K ﹤0.01%
+15
2704
$1K ﹤0.01%
5
2705
$1K ﹤0.01%
+16
2706
$1K ﹤0.01%
15
-100
2707
$1K ﹤0.01%
8
+3
2708
$1K ﹤0.01%
+3
2709
$1K ﹤0.01%
9
2710
$1K ﹤0.01%
2
2711
$1K ﹤0.01%
6
2712
$1K ﹤0.01%
5
2713
$1K ﹤0.01%
5
2714
$1K ﹤0.01%
11
-29
2715
$1K ﹤0.01%
22
2716
$1K ﹤0.01%
+36
2717
$1K ﹤0.01%
+1
2718
$1K ﹤0.01%
45
-184
2719
$1K ﹤0.01%
1
2720
$1K ﹤0.01%
4
2721
$1K ﹤0.01%
13
2722
$1K ﹤0.01%
2
2723
$1K ﹤0.01%
9
2724
$1K ﹤0.01%
11
2725
$1K ﹤0.01%
40
107 108
109
110 111