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
451
$731K 0.01%
14,951
-3,558
452
$724K 0.01%
32,882
+2,171
453
$719K 0.01%
10,888
+357
454
$710K 0.01%
4,363
-3,979
455
$700K 0.01%
20,632
-1,200
456
$698K 0.01%
33,390
+6,892
457
$697K 0.01%
11,733
+64
458
$697K 0.01%
19,931
+182
459
$692K 0.01%
9,445
+194
460
$692K 0.01%
25,899
+10,172
461
$691K 0.01%
5,788
-11,160
462
$691K 0.01%
8,064
-2,358
463
$687K 0.01%
7,343
-134
464
$684K 0.01%
31,738
+8,702
465
$683K 0.01%
19,416
+19,309
466
$680K 0.01%
22,505
-3,733
467
$673K 0.01%
7,880
-3
468
$673K 0.01%
25,940
469
$669K 0.01%
5,240
-142
470
$669K 0.01%
5,732
-297
471
$668K 0.01%
9,968
-2,472
472
$667K 0.01%
15,450
+3,575
473
$663K 0.01%
2,169
+1
474
$663K 0.01%
6,083
+684
475
$662K 0.01%
4,731
+508
17 18
19
20 21