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
501
$594K 0.01%
9,730
+698
502
$593K 0.01%
8,028
+2,360
503
$593K 0.01%
14,211
+5,061
504
$591K 0.01%
9,594
+708
505
$590K 0.01%
6,832
+95
506
$590K 0.01%
28,969
+193
507
$590K 0.01%
5,622
-961
508
$589K 0.01%
13,277
-967
509
$589K 0.01%
17,124
+3,088
510
$585K 0.01%
7,617
+915
511
$584K 0.01%
35,372
+280
512
$581K 0.01%
12,827
-1,038
513
$579K 0.01%
17,916
+669
514
$576K 0.01%
1,929
+23
515
$572K 0.01%
9,276
-11,170
516
$572K 0.01%
9,335
-22
517
$570K 0.01%
8,996
+6,592
518
$570K 0.01%
21,774
+2,762
519
$567K 0.01%
20,206
-3,826
520
$565K 0.01%
21,007
+132
521
$563K 0.01%
4,115
+464
522
$562K 0.01%
9,131
-739
523
$557K 0.01%
5,819
-305
524
$551K 0.01%
1,405
+162
525
$549K 0.01%
12,594
-1,392
19 20
21
22 23