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
976
$166K ﹤0.01%
2,735
-1,362
977
$166K ﹤0.01%
9,075
+1,674
978
$166K ﹤0.01%
7,182
-409
979
$166K ﹤0.01%
4,495
-3,732
980
$166K ﹤0.01%
1,810
+1,799
981
$165K ﹤0.01%
4,616
982
$165K ﹤0.01%
1,409
+72
983
$165K ﹤0.01%
995
+109
984
$165K ﹤0.01%
1,375
+9
985
$164K ﹤0.01%
3,200
+25
986
$164K ﹤0.01%
1,840
987
$163K ﹤0.01%
5,929
988
$162K ﹤0.01%
1,364
+14
989
$162K ﹤0.01%
18,457
-8,928
990
$161K ﹤0.01%
15,243
+3,215
991
$160K ﹤0.01%
2,026
-492
992
$160K ﹤0.01%
8,373
-8,190
993
$160K ﹤0.01%
2,346
+3
994
$160K ﹤0.01%
6,919
-12
995
$160K ﹤0.01%
6,288
+869
996
$159K ﹤0.01%
5,431
-6,558
997
$158K ﹤0.01%
3,812
-2,923
998
$158K ﹤0.01%
1,338
-5,980
999
$158K ﹤0.01%
1,207
+63
1000
$158K ﹤0.01%
1,388
-448
38 39
40
41 42