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
251
$1.97M 0.04%
20,618
-313
252
$1.96M 0.04%
31,884
+15,182
253
$1.96M 0.04%
38,511
-5,375
254
$1.94M 0.04%
9,258
-64
255
$1.93M 0.04%
16,043
-2
256
$1.92M 0.04%
91,114
-117
257
$1.9M 0.04%
18,342
-2,065
258
$1.9M 0.04%
10,638
+8,679
259
$1.89M 0.04%
44,575
+5,558
260
$1.89M 0.04%
62,006
+167
261
$1.88M 0.04%
57,062
-476
262
$1.88M 0.04%
69,261
+1,067
263
$1.88M 0.04%
2,041
-23
264
$1.87M 0.04%
22,571
+7,145
265
$1.87M 0.04%
32,182
-11,115
266
$1.86M 0.04%
39,595
+9,406
267
$1.86M 0.04%
15,841
+570
268
$1.86M 0.04%
23,438
+4,799
269
$1.85M 0.04%
24,959
+15,715
270
$1.84M 0.04%
9,734
-6,208
271
$1.83M 0.04%
52,921
+2,462
272
$1.82M 0.04%
8,441
-6
273
$1.81M 0.04%
30,100
+5,540
274
$1.81M 0.04%
8,153
+606
275
$1.81M 0.04%
7,165
+324
9 10
11
12 13