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
876
$209K ﹤0.01%
3,416
877
$209K ﹤0.01%
2,977
+259
878
$208K ﹤0.01%
4,017
+3
879
$208K ﹤0.01%
3,764
+68
880
$208K ﹤0.01%
9,842
-21,852
881
$208K ﹤0.01%
1,277
+587
882
$208K ﹤0.01%
1,245
883
$206K ﹤0.01%
7,605
+380
884
$206K ﹤0.01%
1,938
+378
885
$206K ﹤0.01%
1,154
+3
886
$205K ﹤0.01%
4,379
-178
887
$205K ﹤0.01%
5,052
+2,982
888
$204K ﹤0.01%
13,005
-421
889
$204K ﹤0.01%
15,264
+5,893
890
$203K ﹤0.01%
3,842
+570
891
$202K ﹤0.01%
5,366
892
$202K ﹤0.01%
2,497
+6
893
$202K ﹤0.01%
432
+170
894
$201K ﹤0.01%
19,560
895
$201K ﹤0.01%
2,934
+434
896
$200K ﹤0.01%
2,840
+438
897
$199K ﹤0.01%
3,810
-585
898
$199K ﹤0.01%
546
+54
899
$198K ﹤0.01%
6,064
-9,632
900
$198K ﹤0.01%
956
+42
34 35
36
37 38