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
926
$186K ﹤0.01%
11,579
-4,102
927
$186K ﹤0.01%
2,011
+511
928
$186K ﹤0.01%
+14,100
929
$185K ﹤0.01%
6,395
+47
930
$185K ﹤0.01%
725
+15
931
$185K ﹤0.01%
4,406
+360
932
$184K ﹤0.01%
2,978
+563
933
$184K ﹤0.01%
2,019
-498
934
$184K ﹤0.01%
3,430
+32
935
$182K ﹤0.01%
1,276
-14
936
$182K ﹤0.01%
491
+35
937
$181K ﹤0.01%
2,334
+794
938
$180K ﹤0.01%
2,254
-12,384
939
$180K ﹤0.01%
6,257
-3,277
940
$179K ﹤0.01%
8,831
+17
941
$179K ﹤0.01%
26,682
+1,750
942
$179K ﹤0.01%
684
-13
943
$178K ﹤0.01%
1,326
-900
944
$178K ﹤0.01%
1,037
+1,014
945
$177K ﹤0.01%
605
-193
946
$177K ﹤0.01%
3,300
947
$177K ﹤0.01%
3,322
+16
948
$176K ﹤0.01%
3,528
+370
949
$176K ﹤0.01%
2,068
950
$175K ﹤0.01%
2,518
-6
36 37
38
39 40