IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
3,706
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.2M
3
+$10M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.47M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$7.58M

Top Sells

1
+$14.9M
2
+$7.26M
3
+$6.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.72M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$6.17M

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
726
$309K 0.01%
991
+49
727
$309K 0.01%
17,300
-5,477
728
$308K 0.01%
6,649
-303
729
$308K 0.01%
10,227
-265
730
$307K 0.01%
5,042
+267
731
$306K 0.01%
2,623
+850
732
$306K 0.01%
3,269
-14,152
733
$306K 0.01%
10,613
734
$305K 0.01%
3,921
+3,794
735
$304K 0.01%
10,419
+159
736
$304K 0.01%
1,759
-169
737
$304K 0.01%
7,383
+2,706
738
$302K 0.01%
10,287
+172
739
$301K 0.01%
5,869
-8,362
740
$301K 0.01%
11,787
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741
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742
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743
$296K 0.01%
11,712
744
$295K 0.01%
1,808
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745
$295K 0.01%
9,188
746
$292K 0.01%
8,497
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747
$291K 0.01%
1,592
+179
748
$290K 0.01%
23,571
+22,339
749
$290K 0.01%
533
-46
750
$290K 0.01%
1,450
-195
28 29
30
31 32