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
476
$660K 0.01%
12,782
+6,994
477
$649K 0.01%
16,360
+5,030
478
$647K 0.01%
4,767
-16,374
479
$639K 0.01%
13,273
+1,296
480
$637K 0.01%
98,570
481
$634K 0.01%
11,107
-938
482
$633K 0.01%
9,226
-17,392
483
$632K 0.01%
7,106
-476
484
$632K 0.01%
9,136
-158
485
$630K 0.01%
3,773
-2,719
486
$627K 0.01%
15,343
-3,347
487
$621K 0.01%
9,695
-168
488
$618K 0.01%
29,039
-15,304
489
$617K 0.01%
1,517
-11
490
$616K 0.01%
20,745
+7,924
491
$614K 0.01%
2,166
+214
492
$614K 0.01%
1,523
-121
493
$613K 0.01%
18,930
+10,175
494
$613K 0.01%
6,102
-17
495
$612K 0.01%
18,747
-612
496
$603K 0.01%
17,323
-4
497
$601K 0.01%
34,347
+1,126
498
$597K 0.01%
22,556
+13,554
499
$596K 0.01%
35,560
+11,042
500
$595K 0.01%
12,226
+4,099
18 19
20
21 22