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
376
$1.06M 0.02%
2,722
-186
377
$1.06M 0.02%
32,103
+669
378
$1.05M 0.02%
6,515
-3,350
379
$1.05M 0.02%
35,292
-8,083
380
$1.05M 0.02%
4,236
+50
381
$1.03M 0.02%
+38,844
382
$1.03M 0.02%
27,860
-1,600
383
$1.02M 0.02%
12,291
-1,007
384
$1.02M 0.02%
2,213
+332
385
$1.02M 0.02%
4,813
-781
386
$1.02M 0.02%
14,285
-400
387
$1.01M 0.02%
14,717
+6,054
388
$1M 0.02%
9,960
-9,115
389
$1M 0.02%
9,171
-76
390
$995K 0.02%
20,386
-68,031
391
$989K 0.02%
6,622
+503
392
$987K 0.02%
10,162
+4,402
393
$980K 0.02%
8,095
+419
394
$968K 0.02%
24,616
+23,627
395
$948K 0.02%
28,765
-74
396
$938K 0.02%
48,118
+9,295
397
$921K 0.02%
18,510
398
$919K 0.02%
8,879
+1,317
399
$917K 0.02%
2,680
-831
400
$917K 0.02%
26,820
+11,621
14 15
16
17 18