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
951
$175K ﹤0.01%
3,581
+127
952
$175K ﹤0.01%
2,086
+598
953
$175K ﹤0.01%
994
-76
954
$174K ﹤0.01%
3,800
-112
955
$173K ﹤0.01%
3,887
-36
956
$172K ﹤0.01%
3,619
-1,189
957
$172K ﹤0.01%
1,664
-9
958
$172K ﹤0.01%
1,433
+2
959
$171K ﹤0.01%
101
-4
960
$171K ﹤0.01%
2,016
+462
961
$171K ﹤0.01%
1,997
+62
962
$171K ﹤0.01%
935
+244
963
$170K ﹤0.01%
1,588
-195
964
$170K ﹤0.01%
6,138
965
$169K ﹤0.01%
615
-7
966
$169K ﹤0.01%
5,433
+1,209
967
$169K ﹤0.01%
2,064
-19
968
$169K ﹤0.01%
2,200
+181
969
$168K ﹤0.01%
2,451
+25
970
$167K ﹤0.01%
6,693
+4,722
971
$167K ﹤0.01%
4,267
+5
972
$167K ﹤0.01%
3,487
973
$167K ﹤0.01%
6,732
+52
974
$166K ﹤0.01%
2,735
-1,362
975
$166K ﹤0.01%
9,075
+1,674
37 38
39
40 41