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
326
$1.28M 0.03%
29,877
+4,840
327
$1.28M 0.03%
19,869
-589
328
$1.28M 0.03%
4,292
+2,177
329
$1.27M 0.02%
+7,270
330
$1.26M 0.02%
68,733
+12,524
331
$1.25M 0.02%
3,549
+3,126
332
$1.25M 0.02%
12,070
+10,710
333
$1.24M 0.02%
14,425
+161
334
$1.23M 0.02%
26,130
+1,155
335
$1.23M 0.02%
47,097
-14,289
336
$1.22M 0.02%
20,293
+607
337
$1.22M 0.02%
9,439
+169
338
$1.22M 0.02%
16,298
-4,928
339
$1.21M 0.02%
19,923
+5,997
340
$1.2M 0.02%
47,160
+38,624
341
$1.2M 0.02%
22,571
-989
342
$1.2M 0.02%
44,910
-456
343
$1.19M 0.02%
144,403
+14,747
344
$1.17M 0.02%
7,322
-93
345
$1.17M 0.02%
27,997
+1,469
346
$1.17M 0.02%
6,435
+2,640
347
$1.16M 0.02%
70,541
+7,014
348
$1.16M 0.02%
43,868
-561
349
$1.15M 0.02%
9,245
-41
350
$1.15M 0.02%
96,352
+54,512
12 13
14
15 16