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
501
$595K 0.01%
23,875
+224
502
$594K 0.01%
9,730
+698
503
$593K 0.01%
8,028
+2,360
504
$593K 0.01%
14,211
+5,061
505
$591K 0.01%
9,594
+708
506
$590K 0.01%
6,832
+95
507
$590K 0.01%
28,969
+193
508
$590K 0.01%
5,622
-961
509
$589K 0.01%
13,277
-967
510
$589K 0.01%
17,124
+3,088
511
$585K 0.01%
7,617
+915
512
$584K 0.01%
35,372
+280
513
$581K 0.01%
12,827
-1,038
514
$579K 0.01%
17,916
+669
515
$576K 0.01%
1,929
+23
516
$572K 0.01%
9,276
-11,170
517
$572K 0.01%
9,335
-22
518
$570K 0.01%
8,996
+6,592
519
$570K 0.01%
21,774
+2,762
520
$567K 0.01%
20,206
-3,826
521
$565K 0.01%
21,007
+132
522
$563K 0.01%
4,115
+464
523
$562K 0.01%
9,131
-739
524
$557K 0.01%
5,819
-305
525
$551K 0.01%
1,405
+162
19 20
21
22 23