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
1101
$122K ﹤0.01%
4,195
+613
1102
$122K ﹤0.01%
1,396
-1,150
1103
$121K ﹤0.01%
671
+1
1104
$121K ﹤0.01%
1,807
+151
1105
$121K ﹤0.01%
3,986
-4,263
1106
$120K ﹤0.01%
2,241
+284
1107
$120K ﹤0.01%
1,703
+175
1108
$120K ﹤0.01%
1,710
+18
1109
$120K ﹤0.01%
864
+3
1110
$120K ﹤0.01%
2,695
+597
1111
$120K ﹤0.01%
1,375
+74
1112
$120K ﹤0.01%
1,584
+1,434
1113
$119K ﹤0.01%
364
+240
1114
$119K ﹤0.01%
5,255
+3,096
1115
$119K ﹤0.01%
3,539
-175
1116
$118K ﹤0.01%
3,412
+260
1117
$118K ﹤0.01%
1,860
-553
1118
$117K ﹤0.01%
1,518
1119
$117K ﹤0.01%
756
+400
1120
$117K ﹤0.01%
2,247
-917
1121
$116K ﹤0.01%
325
-99
1122
$116K ﹤0.01%
6,525
1123
$116K ﹤0.01%
338
+9
1124
$116K ﹤0.01%
1,285
+6
1125
$116K ﹤0.01%
1,073
+10
43 44
45
46 47