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
576
$475K 0.01%
12,386
-705
577
$469K 0.01%
4,482
+47
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$467K 0.01%
15,081
+13,338
579
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2,013
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$466K 0.01%
3,592
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581
$466K 0.01%
5,695
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582
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5,990
-1,899
583
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7,615
+1,370
584
$461K 0.01%
16,478
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585
$461K 0.01%
4,885
-1,164
586
$460K 0.01%
1,992
+478
587
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5,071
-2,890
588
$460K 0.01%
14,956
-1,400
589
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8,249
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1,145
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591
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14,125
-15,428
592
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14,250
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593
$453K 0.01%
3,913
-2,257
594
$453K 0.01%
14,920
-1,432
595
$453K 0.01%
2,676
596
$450K 0.01%
8,196
+833
597
$449K 0.01%
1,040
+30
598
$449K 0.01%
10,570
-2,581
599
$449K 0.01%
6,202
-499
600
$448K 0.01%
2,563
-96
22 23
24
25 26