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
751
$289K 0.01%
3,910
+76
752
$288K 0.01%
6,664
+59
753
$288K 0.01%
6,065
-322
754
$288K 0.01%
1,443
-43
755
$287K 0.01%
3,595
+377
756
$286K 0.01%
6,790
-230
757
$285K 0.01%
451
-70
758
$285K 0.01%
6,840
+6,040
759
$284K 0.01%
1,451
-2,077
760
$284K 0.01%
3,953
+1,368
761
$284K 0.01%
3,015
-11
762
$284K 0.01%
4,069
+463
763
$283K 0.01%
3,165
+164
764
$283K 0.01%
3,144
-1,138
765
$282K 0.01%
7,885
+7,685
766
$281K 0.01%
6,159
-1,837
767
$281K 0.01%
1,271
+80
768
$278K 0.01%
5,784
+2,009
769
$278K 0.01%
1,770
+727
770
$277K 0.01%
2,180
+33
771
$277K 0.01%
2,697
-222
772
$275K 0.01%
10,215
-465
773
$275K 0.01%
6,954
-988
774
$275K 0.01%
3,763
-7,223
775
$273K 0.01%
1,964
29 30
31
32 33