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
551
$504K 0.01%
5,228
+1,038
552
$502K 0.01%
14,490
+10,535
553
$501K 0.01%
9,475
-425
554
$500K 0.01%
9,734
+974
555
$500K 0.01%
1,854
-652
556
$498K 0.01%
5,068
+165
557
$497K 0.01%
18,202
+4,165
558
$496K 0.01%
6,544
+90
559
$495K 0.01%
5,592
-182
560
$495K 0.01%
+14,996
561
$494K 0.01%
6,353
562
$494K 0.01%
4,686
-45
563
$491K 0.01%
18,046
+1,221
564
$489K 0.01%
18,200
+605
565
$489K 0.01%
15,721
-3,454
566
$488K 0.01%
5,238
-558
567
$485K 0.01%
9,658
-1,600
568
$482K 0.01%
6,526
569
$482K 0.01%
12,922
+3,616
570
$481K 0.01%
8,524
+3,008
571
$480K 0.01%
22,530
+6,110
572
$480K 0.01%
88,858
+4,518
573
$479K 0.01%
4,192
-46,143
574
$476K 0.01%
37,624
+9,101
575
$475K 0.01%
12,701
-376
21 22
23
24 25