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
1151
$109K ﹤0.01%
1,956
1152
$108K ﹤0.01%
6,665
1153
$108K ﹤0.01%
2,265
1154
$108K ﹤0.01%
2,741
+29
1155
$108K ﹤0.01%
392
+119
1156
$108K ﹤0.01%
6,857
-212
1157
$108K ﹤0.01%
3,700
1158
$107K ﹤0.01%
659
+53
1159
$107K ﹤0.01%
1,391
+175
1160
$107K ﹤0.01%
2,360
+541
1161
$106K ﹤0.01%
+5,979
1162
$105K ﹤0.01%
27,412
1163
$104K ﹤0.01%
762
-7
1164
$104K ﹤0.01%
318
+216
1165
$104K ﹤0.01%
1,088
+889
1166
$104K ﹤0.01%
158
+106
1167
$103K ﹤0.01%
3,855
1168
$103K ﹤0.01%
5,968
+107
1169
$102K ﹤0.01%
4,580
-222,604
1170
$102K ﹤0.01%
+3,021
1171
$102K ﹤0.01%
+1,222
1172
$101K ﹤0.01%
975
-278
1173
$101K ﹤0.01%
190
+175
1174
$101K ﹤0.01%
3,500
1175
$101K ﹤0.01%
1,630
-23
45 46
47
48 49