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
726
$310K 0.01%
8,948
-186
727
$309K 0.01%
991
+49
728
$309K 0.01%
17,300
-5,477
729
$308K 0.01%
10,227
-265
730
$308K 0.01%
6,649
-303
731
$307K 0.01%
5,042
+267
732
$306K 0.01%
2,623
+850
733
$306K 0.01%
3,269
-14,152
734
$306K 0.01%
10,613
735
$305K 0.01%
3,921
+3,794
736
$304K 0.01%
10,419
+159
737
$304K 0.01%
1,759
-169
738
$304K 0.01%
7,383
+2,706
739
$302K 0.01%
10,287
+172
740
$301K 0.01%
5,869
-8,362
741
$301K 0.01%
11,787
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742
$299K 0.01%
3,086
-55
743
$297K 0.01%
1,585
+320
744
$296K 0.01%
11,712
745
$295K 0.01%
1,808
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746
$295K 0.01%
9,188
747
$292K 0.01%
8,497
+786
748
$291K 0.01%
1,592
+179
749
$290K 0.01%
23,571
+22,339
750
$290K 0.01%
533
-46
28 29
30
31 32