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
476
$649K 0.01%
16,360
+5,030
477
$647K 0.01%
4,767
-16,374
478
$639K 0.01%
13,273
+1,296
479
$637K 0.01%
98,570
480
$634K 0.01%
11,107
-938
481
$633K 0.01%
9,226
-17,392
482
$632K 0.01%
9,136
-158
483
$632K 0.01%
7,106
-476
484
$630K 0.01%
3,773
-2,719
485
$627K 0.01%
15,343
-3,347
486
$621K 0.01%
9,695
-168
487
$618K 0.01%
29,039
-15,304
488
$617K 0.01%
1,517
-11
489
$616K 0.01%
20,745
+7,924
490
$614K 0.01%
2,166
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491
$614K 0.01%
1,523
-121
492
$613K 0.01%
18,930
+10,175
493
$613K 0.01%
6,102
-17
494
$612K 0.01%
18,747
-612
495
$603K 0.01%
17,323
-4
496
$601K 0.01%
34,347
+1,126
497
$597K 0.01%
22,556
+13,554
498
$596K 0.01%
35,560
+11,042
499
$595K 0.01%
12,226
+4,099
500
$595K 0.01%
23,875
+224
18 19
20
21 22