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
426
$831K 0.02%
4,408
-170
427
$826K 0.02%
3,360
+3,135
428
$816K 0.02%
9,546
-10,365
429
$810K 0.02%
24,597
+4,408
430
$802K 0.02%
24,676
-154
431
$800K 0.02%
25,015
+1,840
432
$789K 0.02%
19,244
-437
433
$787K 0.02%
29,642
+5,360
434
$781K 0.02%
6,381
+1,002
435
$777K 0.02%
8,506
+4,377
436
$775K 0.02%
18,540
+12,285
437
$770K 0.02%
27,634
-1,173
438
$758K 0.01%
10,476
-536
439
$757K 0.01%
2,725
-579
440
$753K 0.01%
32,282
+5,905
441
$750K 0.01%
14,299
+734
442
$744K 0.01%
18,714
+8,680
443
$743K 0.01%
+12,695
444
$742K 0.01%
12,659
+538
445
$740K 0.01%
6,834
+1,171
446
$739K 0.01%
2,778
+312
447
$738K 0.01%
4,722
+213
448
$734K 0.01%
22,348
-1,501
449
$733K 0.01%
3,265
+15
450
$733K 0.01%
20,985
+72
16 17
18
19 20