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
601
$448K 0.01%
2,563
-96
602
$445K 0.01%
21,103
603
$444K 0.01%
10,724
-1,000
604
$440K 0.01%
7,230
-3,778
605
$438K 0.01%
9,675
+526
606
$434K 0.01%
808
-89
607
$432K 0.01%
+13,782
608
$432K 0.01%
6,648
-139
609
$432K 0.01%
14,195
+3,084
610
$429K 0.01%
17,102
+13
611
$429K 0.01%
8,224
+3,157
612
$428K 0.01%
5,301
+1,861
613
$427K 0.01%
3,070
-1,390
614
$426K 0.01%
13,389
-3,837
615
$422K 0.01%
1,157
-5,735
616
$422K 0.01%
13,731
-203
617
$422K 0.01%
1,744
-185
618
$419K 0.01%
1,512
+2
619
$417K 0.01%
2,277
+175
620
$416K 0.01%
9,457
-546
621
$414K 0.01%
174
+8
622
$413K 0.01%
5,012
+3,123
623
$413K 0.01%
4,877
+272
624
$413K 0.01%
2,506
+356
625
$413K 0.01%
10,140
+897
23 24
25
26 27