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
526
$549K 0.01%
12,594
-1,392
527
$549K 0.01%
2,145
-60
528
$539K 0.01%
3,241
-733
529
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18,190
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530
$535K 0.01%
13,331
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531
$535K 0.01%
12,990
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532
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533
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2,636
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534
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7,255
+1,693
535
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9,360
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536
$528K 0.01%
659
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537
$528K 0.01%
12,666
-14,564
538
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1,143
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539
$525K 0.01%
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540
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14,718
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543
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4,614
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544
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20,412
+3,012
545
$517K 0.01%
12,850
+3,338
546
$515K 0.01%
13,608
+1,450
547
$513K 0.01%
12,657
-857
548
$510K 0.01%
6,599
+1,613
549
$509K 0.01%
6,152
-126
550
$505K 0.01%
12,095
-623
20 21
22
23 24