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
801
$258K 0.01%
5,775
+4,050
802
$257K 0.01%
10,169
+8,267
803
$256K 0.01%
2,405
+433
804
$256K 0.01%
10,735
+417
805
$255K 0.01%
7,995
+1,699
806
$255K 0.01%
7,840
807
$255K 0.01%
990
-14,118
808
$254K 0.01%
11,376
809
$254K 0.01%
7,720
+7,090
810
$252K ﹤0.01%
6,572
-296
811
$250K ﹤0.01%
1,243
-95
812
$248K ﹤0.01%
4,146
-36
813
$245K ﹤0.01%
1,110
-54
814
$245K ﹤0.01%
1,796
+416
815
$245K ﹤0.01%
1,893
+44
816
$243K ﹤0.01%
1,339
-29
817
$242K ﹤0.01%
5,186
818
$242K ﹤0.01%
3,072
+1
819
$241K ﹤0.01%
3,046
+164
820
$241K ﹤0.01%
5,484
+28
821
$240K ﹤0.01%
20,657
-538
822
$240K ﹤0.01%
635
-7
823
$240K ﹤0.01%
2,144
+14
824
$238K ﹤0.01%
4,274
+206
825
$238K ﹤0.01%
1,474
-379
31 32
33
34 35