IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
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
51
$8.85M 0.17%
40,770
-625
52
$8.82M 0.17%
122,259
+3,244
53
$8.8M 0.17%
466,794
+14,472
54
$8.76M 0.17%
207,669
+180,405
55
$8.75M 0.17%
297,120
+74,060
56
$8.48M 0.17%
118,211
+23
57
$8.37M 0.16%
20,160
-951
58
$8.3M 0.16%
354,740
+8,862
59
$8.29M 0.16%
24,357
-145
60
$8.24M 0.16%
12,361
+1,134
61
$7.95M 0.16%
100,583
-187,674
62
$7.73M 0.15%
136,460
+2,845
63
$7.69M 0.15%
152,560
-5,416
64
$7.66M 0.15%
59,194
-31,882
65
$7.61M 0.15%
21,102
-875
66
$7.33M 0.14%
115,729
+1,138
67
$7.3M 0.14%
78,207
+15,027
68
$7.21M 0.14%
49,780
-3,820
69
$7.14M 0.14%
74,749
+9,442
70
$7.05M 0.14%
41,023
+2,505
71
$7.03M 0.14%
97,685
+8,650
72
$7M 0.14%
61,334
+1,392
73
$6.89M 0.13%
28,294
-194
74
$6.86M 0.13%
13,508
+2,071
75
$6.85M 0.13%
56,073
+6,137
1 2
3
4 5