IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
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
76
$6.72M 0.13%
80,960
+1,507
77
$6.59M 0.13%
366,940
+28,934
78
$6.56M 0.13%
59,146
-13,444
79
$6.48M 0.13%
53,871
-2,780
80
$6.46M 0.13%
22,092
+780
81
$6.45M 0.13%
11,329
-443
82
$6.42M 0.13%
96,491
+9,564
83
$5.94M 0.12%
37,756
-402
84
$5.89M 0.12%
43,483
-1,335
85
$5.75M 0.11%
188,068
+5,052
86
$5.74M 0.11%
27,517
+742
87
$5.68M 0.11%
8,777
-234
88
$5.56M 0.11%
65,770
+6,200
89
$5.52M 0.11%
65,009
+4,370
90
$5.47M 0.11%
98,592
+3,288
91
$5.39M 0.11%
31,258
-4,184
92
$5.32M 0.1%
105,287
+56,894
93
$5.24M 0.1%
116,683
-138,805
94
$5.17M 0.1%
19,826
-472
95
$5.12M 0.1%
73,349
+13,060
96
$5.07M 0.1%
12,231
-447
97
$5.06M 0.1%
30,084
+4,219
98
$5.04M 0.1%
12,237
+61
99
$4.96M 0.1%
83,891
-6,159
100
$4.96M 0.1%
16,221
+10,412
2 3
4
5 6