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
451
$724K 0.01%
32,882
+2,171
452
$719K 0.01%
10,888
+357
453
$710K 0.01%
4,363
-3,979
454
$700K 0.01%
20,632
-1,200
455
$698K 0.01%
33,390
+6,892
456
$697K 0.01%
19,931
+182
457
$697K 0.01%
11,733
+64
458
$692K 0.01%
9,445
+194
459
$692K 0.01%
25,899
+10,172
460
$691K 0.01%
5,788
-11,160
461
$691K 0.01%
8,064
-2,358
462
$687K 0.01%
7,343
-134
463
$684K 0.01%
31,738
+8,702
464
$683K 0.01%
19,416
+19,309
465
$680K 0.01%
22,505
-3,733
466
$673K 0.01%
7,880
-3
467
$673K 0.01%
25,940
468
$669K 0.01%
5,240
-142
469
$669K 0.01%
5,732
-297
470
$668K 0.01%
9,968
-2,472
471
$667K 0.01%
15,450
+3,575
472
$663K 0.01%
2,169
+1
473
$663K 0.01%
6,083
+684
474
$662K 0.01%
4,731
+508
475
$660K 0.01%
12,782
+6,994
17 18
19
20 21