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
826
$237K ﹤0.01%
7,380
-2,000
827
$237K ﹤0.01%
8,486
-6,595
828
$236K ﹤0.01%
2,746
-18
829
$235K ﹤0.01%
13,019
-11,502
830
$235K ﹤0.01%
4,090
+232
831
$234K ﹤0.01%
6,445
-45
832
$234K ﹤0.01%
3,396
-144
833
$232K ﹤0.01%
3,288
-131
834
$232K ﹤0.01%
9,073
-270
835
$232K ﹤0.01%
11,273
+2,984
836
$232K ﹤0.01%
10,034
-1,003
837
$231K ﹤0.01%
1,650
-89
838
$231K ﹤0.01%
1,867
-16
839
$230K ﹤0.01%
6,206
-44
840
$230K ﹤0.01%
1,264
+10
841
$229K ﹤0.01%
3,672
-45,144
842
$229K ﹤0.01%
2,585
-307
843
$228K ﹤0.01%
4,636
-85
844
$227K ﹤0.01%
3,492
+167
845
$226K ﹤0.01%
2,071
+729
846
$226K ﹤0.01%
4,379
+17
847
$226K ﹤0.01%
5,124
+3,676
848
$226K ﹤0.01%
4,590
849
$226K ﹤0.01%
2,268
850
$225K ﹤0.01%
+17,275
32 33
34
35 36