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
301
$1.46M 0.03%
37,300
+3,416
302
$1.46M 0.03%
15,281
+7,781
303
$1.45M 0.03%
22,923
+16,222
304
$1.44M 0.03%
20,005
-1,817
305
$1.44M 0.03%
2,941
-44
306
$1.43M 0.03%
6,447
-56
307
$1.42M 0.03%
21,482
+70
308
$1.41M 0.03%
11,449
+5,589
309
$1.41M 0.03%
12,769
+9,034
310
$1.4M 0.03%
17,701
+890
311
$1.4M 0.03%
25,789
+226
312
$1.39M 0.03%
2,935
-24
313
$1.39M 0.03%
9,738
-776
314
$1.39M 0.03%
11,269
-254
315
$1.39M 0.03%
26,150
-346
316
$1.37M 0.03%
9,412
-12,446
317
$1.37M 0.03%
9,960
+965
318
$1.35M 0.03%
26,251
+5,059
319
$1.35M 0.03%
24,106
-506
320
$1.33M 0.03%
11,442
-398
321
$1.3M 0.03%
30,356
+2,330
322
$1.3M 0.03%
11,714
-28
323
$1.29M 0.03%
18,817
+251
324
$1.29M 0.03%
4,859
-137
325
$1.28M 0.03%
25,492
-76
11 12
13
14 15