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
751
$290K 0.01%
1,450
-195
752
$289K 0.01%
3,910
+76
753
$288K 0.01%
1,443
-43
754
$288K 0.01%
6,664
+59
755
$288K 0.01%
6,065
-322
756
$287K 0.01%
3,595
+377
757
$286K 0.01%
6,790
-230
758
$285K 0.01%
451
-70
759
$285K 0.01%
6,840
+6,040
760
$284K 0.01%
1,451
-2,077
761
$284K 0.01%
3,953
+1,368
762
$284K 0.01%
3,015
-11
763
$284K 0.01%
4,069
+463
764
$283K 0.01%
3,165
+164
765
$283K 0.01%
3,144
-1,138
766
$282K 0.01%
7,885
+7,685
767
$281K 0.01%
6,159
-1,837
768
$281K 0.01%
1,271
+80
769
$278K 0.01%
5,784
+2,009
770
$278K 0.01%
1,770
+727
771
$277K 0.01%
2,697
-222
772
$277K 0.01%
2,180
+33
773
$275K 0.01%
10,215
-465
774
$275K 0.01%
6,954
-988
775
$275K 0.01%
3,763
-7,223
29 30
31
32 33