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
2826
$1K ﹤0.01%
+13
2827
$1K ﹤0.01%
245
2828
$1K ﹤0.01%
314
2829
$1K ﹤0.01%
50
2830
$1K ﹤0.01%
100
2831
$1K ﹤0.01%
18
2832
$1K ﹤0.01%
375
2833
$1K ﹤0.01%
5
2834
$1K ﹤0.01%
250
2835
$1K ﹤0.01%
12
2836
$1K ﹤0.01%
10
-10
2837
$1K ﹤0.01%
262
2838
$1K ﹤0.01%
9
2839
$1K ﹤0.01%
1
2840
$1K ﹤0.01%
3
2841
$1K ﹤0.01%
+2
2842
$1K ﹤0.01%
21
2843
$1K ﹤0.01%
10
2844
$1K ﹤0.01%
5
2845
$1K ﹤0.01%
57
-242
2846
$1K ﹤0.01%
78
-460
2847
$1K ﹤0.01%
+50
2848
$1K ﹤0.01%
2
-1
2849
$1K ﹤0.01%
100
2850
$1K ﹤0.01%
+35
112 113
114
115 116