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
901
$198K ﹤0.01%
6,064
-9,632
902
$198K ﹤0.01%
956
+42
903
$197K ﹤0.01%
4,072
+16
904
$196K ﹤0.01%
2,323
+2,025
905
$196K ﹤0.01%
6,168
+6
906
$193K ﹤0.01%
2,472
+1,909
907
$192K ﹤0.01%
6,434
-110
908
$191K ﹤0.01%
633
+3
909
$191K ﹤0.01%
1,983
+7
910
$191K ﹤0.01%
2,161
-3,881
911
$191K ﹤0.01%
2,246
+50
912
$191K ﹤0.01%
3,956
-284
913
$191K ﹤0.01%
5,236
+334
914
$190K ﹤0.01%
504
-136
915
$190K ﹤0.01%
395
-14
916
$190K ﹤0.01%
743
-4
917
$190K ﹤0.01%
7,546
-1,564
918
$190K ﹤0.01%
2,522
-732
919
$190K ﹤0.01%
14,500
+1,500
920
$189K ﹤0.01%
6,558
+145
921
$189K ﹤0.01%
2,086
+510
922
$189K ﹤0.01%
334
-2
923
$189K ﹤0.01%
4,282
+291
924
$187K ﹤0.01%
1,150
+538
925
$186K ﹤0.01%
2,166
-117
35 36
37
38 39