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
576
$475K 0.01%
12,701
-376
577
$475K 0.01%
12,386
-705
578
$469K 0.01%
4,482
+47
579
$467K 0.01%
15,081
+13,338
580
$466K 0.01%
2,013
-172
581
$466K 0.01%
3,592
-62
582
$466K 0.01%
5,695
+1,835
583
$466K 0.01%
5,990
-1,899
584
$464K 0.01%
7,615
+1,370
585
$461K 0.01%
16,478
+1,165
586
$461K 0.01%
4,885
-1,164
587
$460K 0.01%
1,992
+478
588
$460K 0.01%
14,956
-1,400
589
$460K 0.01%
5,071
-2,890
590
$459K 0.01%
8,249
+969
591
$458K 0.01%
1,145
-76
592
$455K 0.01%
14,125
-15,428
593
$454K 0.01%
14,250
+1,500
594
$453K 0.01%
3,913
-2,257
595
$453K 0.01%
14,920
-1,432
596
$453K 0.01%
2,676
597
$450K 0.01%
8,196
+833
598
$449K 0.01%
1,040
+30
599
$449K 0.01%
6,202
-499
600
$449K 0.01%
10,570
-2,581
22 23
24
25 26