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
876
$210K ﹤0.01%
2,852
+20
877
$209K ﹤0.01%
3,416
878
$209K ﹤0.01%
2,977
+259
879
$208K ﹤0.01%
4,017
+3
880
$208K ﹤0.01%
3,764
+68
881
$208K ﹤0.01%
9,842
-21,852
882
$208K ﹤0.01%
1,277
+587
883
$208K ﹤0.01%
1,245
884
$206K ﹤0.01%
7,605
+380
885
$206K ﹤0.01%
1,938
+378
886
$206K ﹤0.01%
1,154
+3
887
$205K ﹤0.01%
4,379
-178
888
$205K ﹤0.01%
5,052
+2,982
889
$204K ﹤0.01%
13,005
-421
890
$204K ﹤0.01%
15,264
+5,893
891
$203K ﹤0.01%
3,842
+570
892
$202K ﹤0.01%
5,366
893
$202K ﹤0.01%
2,497
+6
894
$202K ﹤0.01%
432
+170
895
$201K ﹤0.01%
19,560
896
$201K ﹤0.01%
2,934
+434
897
$200K ﹤0.01%
2,840
+438
898
$199K ﹤0.01%
3,810
-585
899
$199K ﹤0.01%
546
+54
900
$198K ﹤0.01%
7,700
34 35
36
37 38