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
776
$271K 0.01%
1,954
777
$269K 0.01%
1,990
+320
778
$267K 0.01%
3,815
+2,007
779
$267K 0.01%
1,466
-199
780
$264K 0.01%
9,559
+651
781
$264K 0.01%
2,114
-27
782
$263K 0.01%
8,342
-2,958
783
$263K 0.01%
4,977
-8,512
784
$263K 0.01%
3,880
+22
785
$262K 0.01%
952
+31
786
$262K 0.01%
3,020
+213
787
$261K 0.01%
665
+212
788
$261K 0.01%
3,002
+426
789
$260K 0.01%
4,484
+965
790
$260K 0.01%
4,240
791
$260K 0.01%
5,190
+363
792
$260K 0.01%
12,303
-554
793
$260K 0.01%
7,089
-144
794
$259K 0.01%
124
-43
795
$259K 0.01%
5,175
796
$259K 0.01%
5,041
+546
797
$258K 0.01%
811
-27
798
$258K 0.01%
8,582
-116
799
$258K 0.01%
4,291
+119
800
$258K 0.01%
5,775
+4,050
30 31
32
33 34