IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
3,706
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.2M
3
+$10M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.47M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$7.58M

Top Sells

1
+$14.9M
2
+$7.26M
3
+$6.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.72M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$6.17M

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
$912K 0.02%
4,985
-2,360
402
$909K 0.02%
38,008
+973
403
$898K 0.02%
6,419
-652
404
$891K 0.02%
10,864
+99
405
$889K 0.02%
12,296
+100
406
$888K 0.02%
15,103
+300
407
$887K 0.02%
10,375
+428
408
$885K 0.02%
23,472
+271
409
$883K 0.02%
5,310
+126
410
$881K 0.02%
10,567
+1,824
411
$880K 0.02%
8,026
+5,961
412
$878K 0.02%
16,818
-50
413
$876K 0.02%
23,212
+12,172
414
$876K 0.02%
5,212
-34
415
$860K 0.02%
28,288
-2,437
416
$858K 0.02%
10,939
-274
417
$856K 0.02%
45,397
-5,869
418
$849K 0.02%
26,674
+1,602
419
$849K 0.02%
37,922
+28,169
420
$843K 0.02%
12,428
-101
421
$842K 0.02%
7,956
+5
422
$837K 0.02%
25,820
423
$835K 0.02%
5,114
+168
424
$833K 0.02%
11,582
-249
425
$831K 0.02%
4,408
-170
15 16
17
18 19