IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
3,706
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.2M
3
+$10M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.47M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$7.58M

Top Sells

1
+$14.9M
2
+$7.26M
3
+$6.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.72M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$6.17M

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%
3,840
1127
$114K ﹤0.01%
5,462
1128
$113K ﹤0.01%
3,374
-2,118
1129
$113K ﹤0.01%
4,698
-12,137
1130
$113K ﹤0.01%
417
-10
1131
$113K ﹤0.01%
4,112
1132
$113K ﹤0.01%
5,499
-551
1133
$112K ﹤0.01%
2,202
-124
1134
$112K ﹤0.01%
3,264
+2
1135
$112K ﹤0.01%
1,720
1136
$112K ﹤0.01%
4,530
-1,999
1137
$111K ﹤0.01%
3,367
+11
1138
$111K ﹤0.01%
2,254
-20
1139
$111K ﹤0.01%
2,880
1140
$111K ﹤0.01%
+975
1141
$111K ﹤0.01%
921
-4
1142
$111K ﹤0.01%
2,616
+21
1143
$111K ﹤0.01%
1,224
-10
1144
$110K ﹤0.01%
4,376
+154
1145
$110K ﹤0.01%
11,500
1146
$110K ﹤0.01%
4,975
1147
$110K ﹤0.01%
1,764
+783
1148
$109K ﹤0.01%
6,204
+5,704
1149
$109K ﹤0.01%
1,956
1150
$108K ﹤0.01%
6,665
44 45
46
47 48