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
1176
$100K ﹤0.01%
129
+1
1177
$100K ﹤0.01%
1,922
-612
1178
$100K ﹤0.01%
76
-137
1179
$100K ﹤0.01%
4,525
+2,900
1180
$100K ﹤0.01%
723
1181
$99K ﹤0.01%
606
-68
1182
$99K ﹤0.01%
322
+40
1183
$99K ﹤0.01%
538
-64
1184
$99K ﹤0.01%
152
+95
1185
$98K ﹤0.01%
431
+324
1186
$98K ﹤0.01%
4,674
+902
1187
$98K ﹤0.01%
694
-24,224
1188
$98K ﹤0.01%
+2,284
1189
$98K ﹤0.01%
872
+700
1190
$98K ﹤0.01%
585
+44
1191
$97K ﹤0.01%
840
-843
1192
$97K ﹤0.01%
2,745
+113
1193
$97K ﹤0.01%
2,554
-5,358
1194
$97K ﹤0.01%
1,465
-17
1195
$96K ﹤0.01%
1,957
1196
$96K ﹤0.01%
2,558
1197
$96K ﹤0.01%
1,525
+527
1198
$95K ﹤0.01%
3,489
+1,863
1199
$95K ﹤0.01%
5,907
-605
1200
$94K ﹤0.01%
1,416
+318
46 47
48
49 50