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
1026
$147K ﹤0.01%
1,433
-11
1027
$147K ﹤0.01%
625
+264
1028
$147K ﹤0.01%
2,191
+2,085
1029
$146K ﹤0.01%
221
+123
1030
$146K ﹤0.01%
896
+30
1031
$145K ﹤0.01%
1,508
+232
1032
$145K ﹤0.01%
490
1033
$145K ﹤0.01%
269
-6
1034
$145K ﹤0.01%
2,700
1035
$145K ﹤0.01%
6,554
+717
1036
$144K ﹤0.01%
254
+8
1037
$144K ﹤0.01%
+1,297
1038
$143K ﹤0.01%
4,904
1039
$143K ﹤0.01%
12,691
+2,091
1040
$142K ﹤0.01%
1,968
1041
$142K ﹤0.01%
362
+152
1042
$142K ﹤0.01%
6,497
-4,548
1043
$141K ﹤0.01%
3,107
+7
1044
$141K ﹤0.01%
6,457
-6,798
1045
$140K ﹤0.01%
392
-2
1046
$140K ﹤0.01%
6,930
+1,360
1047
$140K ﹤0.01%
3,149
-757
1048
$140K ﹤0.01%
1,324
-43
1049
$140K ﹤0.01%
2,764
-981
1050
$139K ﹤0.01%
7,777
40 41
42
43 44