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
701
$331K 0.01%
1,086
-67
702
$331K 0.01%
2,902
-36,930
703
$329K 0.01%
1,859
+55
704
$329K 0.01%
533
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706
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15,687
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707
$326K 0.01%
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$326K 0.01%
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709
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+7,060
710
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711
$323K 0.01%
6,176
-251
712
$321K 0.01%
8,251
+7,810
713
$321K 0.01%
5,290
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714
$319K 0.01%
4,301
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715
$318K 0.01%
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718
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535
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719
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17,022
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720
$315K 0.01%
5,528
-28
721
$314K 0.01%
9,099
722
$314K 0.01%
6,830
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723
$314K 0.01%
10,362
-559
724
$312K 0.01%
+8,815
725
$310K 0.01%
3,882
+692
27 28
29
30 31