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
626
$411K 0.01%
5,197
-137
627
$406K 0.01%
12,599
628
$406K 0.01%
6,808
+2,678
629
$405K 0.01%
6,004
+1,201
630
$404K 0.01%
8,520
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631
$404K 0.01%
31,254
-65
632
$404K 0.01%
7,522
-12,562
633
$402K 0.01%
5,163
+2,136
634
$401K 0.01%
6,863
-43
635
$401K 0.01%
8,348
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636
$400K 0.01%
8,350
+2,175
637
$396K 0.01%
1,191
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638
$394K 0.01%
4,041
-101
639
$393K 0.01%
4,879
-152
640
$391K 0.01%
6,900
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$391K 0.01%
3,753
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642
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5,679
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643
$390K 0.01%
1,094
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644
$389K 0.01%
4,994
-1,395
645
$388K 0.01%
19,099
+3,123
646
$387K 0.01%
2,240
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647
$387K 0.01%
4,463
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648
$386K 0.01%
1,202
+110
649
$385K 0.01%
12,577
+544
650
$382K 0.01%
8,321
+510
24 25
26
27 28