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
1126
$115K ﹤0.01%
4,399
-11,101
1127
$115K ﹤0.01%
3,103
1128
$115K ﹤0.01%
3,840
1129
$114K ﹤0.01%
5,462
1130
$113K ﹤0.01%
3,374
-2,118
1131
$113K ﹤0.01%
4,698
-12,137
1132
$113K ﹤0.01%
417
-10
1133
$113K ﹤0.01%
4,112
1134
$113K ﹤0.01%
5,499
-551
1135
$112K ﹤0.01%
3,264
+2
1136
$112K ﹤0.01%
1,720
1137
$112K ﹤0.01%
4,530
-1,999
1138
$112K ﹤0.01%
2,202
-124
1139
$111K ﹤0.01%
3,367
+11
1140
$111K ﹤0.01%
2,254
-20
1141
$111K ﹤0.01%
2,880
1142
$111K ﹤0.01%
+975
1143
$111K ﹤0.01%
921
-4
1144
$111K ﹤0.01%
2,616
+21
1145
$111K ﹤0.01%
1,224
-10
1146
$110K ﹤0.01%
4,376
+154
1147
$110K ﹤0.01%
11,500
1148
$110K ﹤0.01%
4,975
1149
$110K ﹤0.01%
1,764
+783
1150
$109K ﹤0.01%
6,204
+5,704
44 45
46
47 48