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
676
$355K 0.01%
2,738
-68
677
$354K 0.01%
6,959
+1,729
678
$350K 0.01%
8,014
+430
679
$350K 0.01%
3,629
680
$350K 0.01%
2,526
+1
681
$349K 0.01%
1,324
+202
682
$348K 0.01%
2,221
+28
683
$348K 0.01%
3,695
+324
684
$347K 0.01%
3,759
-748
685
$346K 0.01%
4,892
+3,869
686
$345K 0.01%
10,334
+174
687
$342K 0.01%
9,357
+6,601
688
$342K 0.01%
5,349
+37
689
$341K 0.01%
8,908
-248
690
$341K 0.01%
131,760
+37,016
691
$341K 0.01%
14,403
-477
692
$339K 0.01%
1,326
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693
$339K 0.01%
7,589
+153
694
$338K 0.01%
10,438
+1,270
695
$337K 0.01%
+5,978
696
$336K 0.01%
12,755
+5,649
697
$335K 0.01%
6,744
-6,875
698
$334K 0.01%
9,038
-19,982
699
$333K 0.01%
16,075
+2,800
700
$333K 0.01%
3,628
+2
26 27
28
29 30