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
1001
$157K ﹤0.01%
5,334
1002
$157K ﹤0.01%
+4,594
1003
$156K ﹤0.01%
1,782
-107
1004
$156K ﹤0.01%
4,394
+441
1005
$155K ﹤0.01%
3,830
+99
1006
$155K ﹤0.01%
2,655
+1,534
1007
$154K ﹤0.01%
3,580
1008
$154K ﹤0.01%
2,419
-199
1009
$154K ﹤0.01%
4,870
-1,778
1010
$154K ﹤0.01%
574
+100
1011
$154K ﹤0.01%
8,491
-1,038
1012
$153K ﹤0.01%
5,645
+444
1013
$152K ﹤0.01%
3,762
+13
1014
$151K ﹤0.01%
620
-10,232
1015
$151K ﹤0.01%
1,984
-11
1016
$151K ﹤0.01%
229
+1
1017
$151K ﹤0.01%
1,271
+5
1018
$151K ﹤0.01%
2,604
+233
1019
$151K ﹤0.01%
3,910
+2,055
1020
$150K ﹤0.01%
1,200
1021
$149K ﹤0.01%
+7,422
1022
$149K ﹤0.01%
9,617
+1,088
1023
$149K ﹤0.01%
3,048
+1
1024
$149K ﹤0.01%
2,405
-456
1025
$148K ﹤0.01%
3,108
-260
39 40
41
42 43