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
926
$186K ﹤0.01%
2,011
+511
927
$186K ﹤0.01%
+14,100
928
$185K ﹤0.01%
6,395
+47
929
$185K ﹤0.01%
725
+15
930
$185K ﹤0.01%
4,406
+360
931
$184K ﹤0.01%
2,978
+563
932
$184K ﹤0.01%
3,049
+29
933
$184K ﹤0.01%
2,019
-498
934
$182K ﹤0.01%
1,276
-14
935
$182K ﹤0.01%
491
+35
936
$181K ﹤0.01%
2,334
+794
937
$180K ﹤0.01%
2,254
-12,384
938
$179K ﹤0.01%
8,831
+17
939
$179K ﹤0.01%
26,682
+1,750
940
$179K ﹤0.01%
684
-13
941
$178K ﹤0.01%
1,326
-900
942
$178K ﹤0.01%
1,037
+1,014
943
$177K ﹤0.01%
3,322
+16
944
$177K ﹤0.01%
605
-193
945
$177K ﹤0.01%
3,300
946
$176K ﹤0.01%
3,528
+370
947
$176K ﹤0.01%
2,068
948
$175K ﹤0.01%
2,518
-6
949
$175K ﹤0.01%
2,959
-133
950
$175K ﹤0.01%
1,851
+5
36 37
38
39 40