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
1076
$132K ﹤0.01%
1,282
+116
1077
$131K ﹤0.01%
2,011
+948
1078
$131K ﹤0.01%
6,370
-100
1079
$130K ﹤0.01%
1,404
1080
$130K ﹤0.01%
5,454
+1,091
1081
$129K ﹤0.01%
659
1082
$128K ﹤0.01%
2,099
+50
1083
$128K ﹤0.01%
731
+61
1084
$128K ﹤0.01%
1,483
+12
1085
$127K ﹤0.01%
755
+109
1086
$127K ﹤0.01%
398
-68
1087
$127K ﹤0.01%
4,233
-4,594
1088
$127K ﹤0.01%
2,095
+112
1089
$126K ﹤0.01%
4,067
-190
1090
$125K ﹤0.01%
3,318
-1,751
1091
$125K ﹤0.01%
2,362
+413
1092
$125K ﹤0.01%
12,590
-250
1093
$124K ﹤0.01%
1,007
+19
1094
$123K ﹤0.01%
6,705
1095
$123K ﹤0.01%
6,215
+723
1096
$123K ﹤0.01%
2,954
-1,428
1097
$122K ﹤0.01%
445
+2
1098
$122K ﹤0.01%
5,603
-1,870
1099
$122K ﹤0.01%
1,811
+672
1100
$122K ﹤0.01%
616
+8
42 43
44
45 46