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
2876
$1K ﹤0.01%
21
2877
$1K ﹤0.01%
10
2878
$1K ﹤0.01%
5
2879
$1K ﹤0.01%
57
-242
2880
$1K ﹤0.01%
78
-460
2881
$1K ﹤0.01%
+50
2882
$1K ﹤0.01%
+35
2883
$1K ﹤0.01%
16
2884
$1K ﹤0.01%
44
-52
2885
$1K ﹤0.01%
32
2886
$1K ﹤0.01%
91
2887
$1K ﹤0.01%
20
2888
– –
0
2889
$1K ﹤0.01%
28
-55
2890
$1K ﹤0.01%
18
2891
$1K ﹤0.01%
+8
2892
$1K ﹤0.01%
50
2893
$1K ﹤0.01%
33
2894
$1K ﹤0.01%
+53
2895
$1K ﹤0.01%
11
-2
2896
$1K ﹤0.01%
3
2897
$1K ﹤0.01%
+12
2898
$1K ﹤0.01%
+28
2899
$1K ﹤0.01%
3
2900
$1K ﹤0.01%
+6
114 115
116
117 118