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
626
$412K 0.01%
1,801
-19
627
$411K 0.01%
31,180
-824
628
$406K 0.01%
6,808
+2,678
629
$406K 0.01%
12,599
630
$405K 0.01%
6,004
+1,201
631
$404K 0.01%
7,522
-12,562
632
$404K 0.01%
8,520
+55
633
$404K 0.01%
31,254
-65
634
$402K 0.01%
5,163
+2,136
635
$401K 0.01%
6,863
-43
636
$401K 0.01%
8,348
+1,012
637
$400K 0.01%
8,350
+2,175
638
$396K 0.01%
1,191
+165
639
$394K 0.01%
4,041
-101
640
$393K 0.01%
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641
$391K 0.01%
6,900
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642
$391K 0.01%
3,753
-1,389
643
$390K 0.01%
5,679
+227
644
$390K 0.01%
1,094
-582
645
$389K 0.01%
4,994
-1,395
646
$388K 0.01%
19,099
+3,123
647
$387K 0.01%
2,240
+718
648
$387K 0.01%
4,463
-889
649
$386K 0.01%
1,202
+110
650
$385K 0.01%
12,577
+544
24 25
26
27 28