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
2901
$1K ﹤0.01%
200
2902
$1K ﹤0.01%
10
-25
2903
$1K ﹤0.01%
24
+11
2904
$1K ﹤0.01%
160
2905
$1K ﹤0.01%
17
-6
2906
$1K ﹤0.01%
28
-1,837
2907
$1K ﹤0.01%
11
-1,039
2908
$1K ﹤0.01%
2
2909
$1K ﹤0.01%
3
2910
$1K ﹤0.01%
24
-625
2911
$1K ﹤0.01%
+5
2912
$1K ﹤0.01%
220
2913
$1K ﹤0.01%
+4
2914
$1K ﹤0.01%
5
+3
2915
$1K ﹤0.01%
1
-1
2916
$1K ﹤0.01%
+7
2917
$1K ﹤0.01%
12
2918
$1K ﹤0.01%
18
-282
2919
$1K ﹤0.01%
97
-174
2920
$1K ﹤0.01%
12
2921
$1K ﹤0.01%
133
2922
$1K ﹤0.01%
+25
2923
$1K ﹤0.01%
206
2924
$1K ﹤0.01%
+45
2925
$1K ﹤0.01%
5
115 116
117
118 119