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
551
$505K 0.01%
6,593
+1,268
552
$504K 0.01%
5,228
+1,038
553
$502K 0.01%
14,490
+10,535
554
$501K 0.01%
9,475
-425
555
$500K 0.01%
9,734
+974
556
$500K 0.01%
1,854
-652
557
$498K 0.01%
5,068
+165
558
$497K 0.01%
18,202
+4,165
559
$496K 0.01%
6,544
+90
560
$495K 0.01%
5,592
-182
561
$495K 0.01%
+14,996
562
$494K 0.01%
6,353
563
$494K 0.01%
4,686
-45
564
$491K 0.01%
18,046
+1,221
565
$489K 0.01%
18,200
+605
566
$489K 0.01%
15,721
-3,454
567
$488K 0.01%
5,238
-558
568
$485K 0.01%
9,658
-1,600
569
$482K 0.01%
6,526
570
$482K 0.01%
12,922
+3,616
571
$481K 0.01%
8,524
+3,008
572
$480K 0.01%
22,530
+6,110
573
$480K 0.01%
88,858
+4,518
574
$479K 0.01%
4,192
-46,143
575
$476K 0.01%
37,624
+9,101
21 22
23
24 25