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
1051
$138K ﹤0.01%
675
+500
1052
$138K ﹤0.01%
894
+128
1053
$138K ﹤0.01%
1,681
-477
1054
$138K ﹤0.01%
3,826
+370
1055
$138K ﹤0.01%
3,262
+2,925
1056
$137K ﹤0.01%
+4,178
1057
$137K ﹤0.01%
3,058
+50
1058
$137K ﹤0.01%
866
-179
1059
$137K ﹤0.01%
2,534
-4,862
1060
$137K ﹤0.01%
165
1061
$136K ﹤0.01%
4,662
-1,456
1062
$135K ﹤0.01%
2,384
-20
1063
$135K ﹤0.01%
852
-799
1064
$135K ﹤0.01%
2,294
+1,894
1065
$134K ﹤0.01%
662
+576
1066
$134K ﹤0.01%
1,507
+6
1067
$134K ﹤0.01%
2,682
+585
1068
$133K ﹤0.01%
1,337
+324
1069
$133K ﹤0.01%
1,323
-1,198
1070
$133K ﹤0.01%
4,817
+197
1071
$133K ﹤0.01%
432
+265
1072
$133K ﹤0.01%
6,630
-2,080
1073
$133K ﹤0.01%
492
-1
1074
$132K ﹤0.01%
4,712
-1,154
1075
$132K ﹤0.01%
1,142
-600
41 42
43
44 45