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
976
$166K ﹤0.01%
7,182
-409
977
$166K ﹤0.01%
4,495
-3,732
978
$166K ﹤0.01%
1,810
+1,799
979
$165K ﹤0.01%
4,616
980
$165K ﹤0.01%
1,409
+72
981
$165K ﹤0.01%
995
+109
982
$165K ﹤0.01%
1,375
+9
983
$164K ﹤0.01%
3,200
+25
984
$164K ﹤0.01%
1,840
985
$163K ﹤0.01%
5,929
986
$162K ﹤0.01%
1,364
+14
987
$162K ﹤0.01%
18,457
-8,928
988
$161K ﹤0.01%
15,243
+3,215
989
$160K ﹤0.01%
2,026
-492
990
$160K ﹤0.01%
8,373
-8,190
991
$160K ﹤0.01%
2,346
+3
992
$160K ﹤0.01%
6,288
+869
993
$160K ﹤0.01%
6,919
-12
994
$159K ﹤0.01%
5,431
-6,558
995
$158K ﹤0.01%
3,812
-2,923
996
$158K ﹤0.01%
1,338
-5,980
997
$158K ﹤0.01%
1,207
+63
998
$158K ﹤0.01%
1,388
-448
999
$157K ﹤0.01%
5,334
1000
$157K ﹤0.01%
+4,594
38 39
40
41 42