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
851
$223K ﹤0.01%
2,736
-30
852
$223K ﹤0.01%
7,861
+1,132
853
$222K ﹤0.01%
6,400
-100
854
$222K ﹤0.01%
1,558
-1,324
855
$221K ﹤0.01%
2,120
+538
856
$221K ﹤0.01%
4,278
-130
857
$220K ﹤0.01%
966
-100
858
$220K ﹤0.01%
3,557
-1,237
859
$219K ﹤0.01%
4,407
+3
860
$219K ﹤0.01%
734
-648
861
$218K ﹤0.01%
1,365
862
$218K ﹤0.01%
11,462
863
$218K ﹤0.01%
2,978
+2,662
864
$217K ﹤0.01%
4,676
+644
865
$216K ﹤0.01%
2,710
+100
866
$216K ﹤0.01%
9,284
+2,271
867
$216K ﹤0.01%
834
-42
868
$215K ﹤0.01%
487
+30
869
$214K ﹤0.01%
4,809
+4
870
$213K ﹤0.01%
180
+7
871
$212K ﹤0.01%
1,966
+5
872
$211K ﹤0.01%
316
-4
873
$211K ﹤0.01%
3,310
-197
874
$210K ﹤0.01%
1,354
+3
875
$210K ﹤0.01%
1,800
33 34
35
36 37