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
351
$1.15M 0.02%
6,230
-17,552
352
$1.14M 0.02%
5,037
-234
353
$1.14M 0.02%
9,883
+2,004
354
$1.13M 0.02%
21,383
+2,130
355
$1.13M 0.02%
1,729
+186
356
$1.12M 0.02%
24,512
-12,833
357
$1.12M 0.02%
3,946
+3,298
358
$1.11M 0.02%
7,398
-3,281
359
$1.11M 0.02%
20,066
-1,204
360
$1.11M 0.02%
4,729
+124
361
$1.11M 0.02%
33,946
-127
362
$1.1M 0.02%
5,133
-1,132
363
$1.09M 0.02%
15,154
-1,200
364
$1.09M 0.02%
4,441
-56
365
$1.09M 0.02%
23,237
+18
366
$1.09M 0.02%
16,971
+3,921
367
$1.09M 0.02%
5,347
+390
368
$1.08M 0.02%
12,179
-151
369
$1.08M 0.02%
17,943
-298
370
$1.08M 0.02%
8,121
-350
371
$1.08M 0.02%
8,586
-108
372
$1.07M 0.02%
19,300
+2,829
373
$1.07M 0.02%
20,938
-20,205
374
$1.07M 0.02%
6,962
+3,837
375
$1.06M 0.02%
31,875
-1,060
13 14
15
16 17