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
2876
$1K ﹤0.01%
61
2877
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+53
2878
$1K ﹤0.01%
4
-1,074
2879
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15
2880
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2881
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1
2882
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+11
2883
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149
-21
2884
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2885
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2886
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1
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+26
2889
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64
+32
2890
$1K ﹤0.01%
+26
2891
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32
+10
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27
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88
-7
2895
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26
2896
$1K ﹤0.01%
5
2897
$1K ﹤0.01%
6
2898
$1K ﹤0.01%
51
2899
$1K ﹤0.01%
50
2900
$1K ﹤0.01%
26
114 115
116
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