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
776
$273K 0.01%
1,964
777
$271K 0.01%
1,954
778
$269K 0.01%
1,990
+320
779
$267K 0.01%
3,815
+2,007
780
$267K 0.01%
1,466
-199
781
$264K 0.01%
9,559
+651
782
$264K 0.01%
2,114
-27
783
$263K 0.01%
8,342
-2,958
784
$263K 0.01%
4,977
-8,512
785
$263K 0.01%
3,880
+22
786
$262K 0.01%
3,020
+213
787
$262K 0.01%
952
+31
788
$261K 0.01%
665
+212
789
$261K 0.01%
3,002
+426
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
$260K 0.01%
4,484
+965
795
$259K 0.01%
124
-43
796
$259K 0.01%
5,175
797
$259K 0.01%
5,041
+546
798
$258K 0.01%
811
-27
799
$258K 0.01%
8,582
-116
800
$258K 0.01%
4,291
+119
30 31
32
33 34