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
651
$382K 0.01%
8,321
+510
652
$382K 0.01%
2,249
-57
653
$382K 0.01%
8,124
-445
654
$382K 0.01%
14,809
+6,695
655
$380K 0.01%
2,676
+11
656
$378K 0.01%
5,758
-795
657
$376K 0.01%
17,824
+2,852
658
$376K 0.01%
7,337
-631
659
$375K 0.01%
3,873
-1,142
660
$374K 0.01%
5,114
+746
661
$373K 0.01%
9,902
-5,378
662
$373K 0.01%
250
663
$372K 0.01%
1,885
+67
664
$371K 0.01%
2,775
+1,251
665
$371K 0.01%
8,447
+8,102
666
$369K 0.01%
1,662
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667
$369K 0.01%
9,598
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668
$365K 0.01%
557
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669
$365K 0.01%
14,511
+8,182
670
$363K 0.01%
3,966
+1,444
671
$363K 0.01%
4,159
+87
672
$360K 0.01%
3,252
-136
673
$360K 0.01%
12,206
+4,618
674
$357K 0.01%
3,883
675
$355K 0.01%
2,005
+46
25 26
27
28 29