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
401
$915K 0.02%
27,506
+8,026
402
$912K 0.02%
4,985
-2,360
403
$909K 0.02%
38,008
+973
404
$898K 0.02%
6,419
-652
405
$891K 0.02%
10,864
+99
406
$889K 0.02%
12,296
+100
407
$888K 0.02%
15,103
+300
408
$887K 0.02%
10,375
+428
409
$885K 0.02%
23,472
+271
410
$883K 0.02%
5,310
+126
411
$881K 0.02%
10,567
+1,824
412
$880K 0.02%
8,026
+5,961
413
$878K 0.02%
16,818
-50
414
$876K 0.02%
23,212
+12,172
415
$876K 0.02%
5,212
-34
416
$860K 0.02%
28,288
-2,437
417
$858K 0.02%
10,939
-274
418
$856K 0.02%
45,397
-5,869
419
$849K 0.02%
37,922
+28,169
420
$849K 0.02%
26,674
+1,602
421
$843K 0.02%
12,428
-101
422
$842K 0.02%
7,956
+5
423
$837K 0.02%
25,820
424
$835K 0.02%
5,114
+168
425
$833K 0.02%
11,582
-249
15 16
17
18 19