IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
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
26
$13.3M 0.26%
84,148
+1,404
27
$12.8M 0.25%
78,753
-3,024
28
$12.8M 0.25%
110,322
+25,026
29
$12.4M 0.24%
38,533
+1,024
30
$11.8M 0.23%
227,497
+6,669
31
$11.8M 0.23%
211,613
+51,372
32
$11.7M 0.23%
52,664
-11,527
33
$11.3M 0.22%
105,935
-10,738
34
$11.1M 0.22%
587,046
+41,454
35
$11M 0.22%
342,149
36
$10.6M 0.21%
97,573
-13,591
37
$10.4M 0.2%
78,657
-29,364
38
$10.1M 0.2%
59,156
+1,329
39
$10.1M 0.2%
17,812
+945
40
$9.81M 0.19%
164,087
+6,350
41
$9.69M 0.19%
28,892
+1,444
42
$9.69M 0.19%
642,612
+28,230
43
$9.61M 0.19%
83,643
+4,572
44
$9.45M 0.18%
216,630
+4,491
45
$9.21M 0.18%
78,470
+8,377
46
$9.2M 0.18%
90,681
+1,417
47
$9.14M 0.18%
649,489
+62,896
48
$8.99M 0.18%
37,225
-8,474
49
$8.89M 0.17%
79,177
+1,957
50
$8.85M 0.17%
54,118
-420
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