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
526
$549K 0.01%
2,145
-60
527
$539K 0.01%
3,241
-733
528
$536K 0.01%
18,190
+10,647
529
$535K 0.01%
13,331
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530
$535K 0.01%
12,990
-3,069
531
$535K 0.01%
3,176
-4,959
532
$532K 0.01%
2,636
-21
533
$531K 0.01%
7,255
+1,693
534
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9,360
+71
535
$528K 0.01%
659
-308
536
$528K 0.01%
12,666
-14,564
537
$525K 0.01%
1,143
+355
538
$525K 0.01%
1,954
-266
539
$524K 0.01%
11,494
+1,972
540
$523K 0.01%
2,443
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541
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14,718
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542
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4,614
-1,167
543
$521K 0.01%
20,412
+3,012
544
$517K 0.01%
12,850
+3,338
545
$515K 0.01%
13,608
+1,450
546
$513K 0.01%
12,657
-857
547
$510K 0.01%
6,599
+1,613
548
$509K 0.01%
6,152
-126
549
$505K 0.01%
12,095
-623
550
$505K 0.01%
6,593
+1,268
20 21
22
23 24