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
2951
$1K ﹤0.01%
12
2952
$1K ﹤0.01%
12
2953
$1K ﹤0.01%
+25
2954
$1K ﹤0.01%
206
2955
$1K ﹤0.01%
+45
2956
$1K ﹤0.01%
5
2957
$1K ﹤0.01%
+18
2958
$1K ﹤0.01%
+14
2959
$1K ﹤0.01%
+3
2960
– –
-3,633
2961
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-750
2962
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-3,000
2963
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2964
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-4,423
2965
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2966
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2967
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-50
2968
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-4
2969
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-14
2970
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2971
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-40
2972
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2973
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-2
2974
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-151
2975
– –
-1
117 118
119
120 121