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
951
$175K ﹤0.01%
2,959
-133
952
$175K ﹤0.01%
3,581
+127
953
$175K ﹤0.01%
2,086
+598
954
$175K ﹤0.01%
994
-76
955
$175K ﹤0.01%
1,851
+5
956
$174K ﹤0.01%
1,900
-56
957
$173K ﹤0.01%
3,887
-36
958
$172K ﹤0.01%
3,619
-1,189
959
$172K ﹤0.01%
1,664
-9
960
$172K ﹤0.01%
1,433
+2
961
$171K ﹤0.01%
101
-4
962
$171K ﹤0.01%
2,016
+462
963
$171K ﹤0.01%
1,997
+62
964
$171K ﹤0.01%
935
+244
965
$170K ﹤0.01%
1,588
-195
966
$170K ﹤0.01%
6,138
967
$169K ﹤0.01%
615
-7
968
$169K ﹤0.01%
5,433
+1,209
969
$169K ﹤0.01%
2,064
-19
970
$169K ﹤0.01%
2,200
+181
971
$168K ﹤0.01%
2,451
+25
972
$167K ﹤0.01%
6,693
+4,722
973
$167K ﹤0.01%
4,267
+5
974
$167K ﹤0.01%
6,732
+52
975
$167K ﹤0.01%
3,487
37 38
39
40 41