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
2901
$1K ﹤0.01%
6
2902
$1K ﹤0.01%
28
+14
2903
$1K ﹤0.01%
222
2904
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9
2905
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13
2906
$1K ﹤0.01%
87
+35
2907
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1
2908
$1K ﹤0.01%
385
2909
$1K ﹤0.01%
16
2910
$1K ﹤0.01%
16
-1,129
2911
$1K ﹤0.01%
+5
2912
$1K ﹤0.01%
61
2913
$1K ﹤0.01%
+53
2914
$1K ﹤0.01%
4
-1,074
2915
$1K ﹤0.01%
15
2916
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19
2917
$1K ﹤0.01%
1
2918
$1K ﹤0.01%
+25
2919
$1K ﹤0.01%
+11
2920
$1K ﹤0.01%
149
-21
2921
$1K ﹤0.01%
+26
2922
$1K ﹤0.01%
+9
2923
$1K ﹤0.01%
43
-10
2924
$1K ﹤0.01%
64
+32
2925
$1K ﹤0.01%
+26
115 116
117
118 119