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
1176
$100K ﹤0.01%
76
-137
1177
$100K ﹤0.01%
4,525
+2,900
1178
$100K ﹤0.01%
723
1179
$99K ﹤0.01%
606
-68
1180
$99K ﹤0.01%
322
+40
1181
$99K ﹤0.01%
538
-64
1182
$99K ﹤0.01%
152
+95
1183
$98K ﹤0.01%
585
+44
1184
$98K ﹤0.01%
431
+324
1185
$98K ﹤0.01%
4,674
+902
1186
$98K ﹤0.01%
694
-24,224
1187
$98K ﹤0.01%
+2,284
1188
$98K ﹤0.01%
872
+700
1189
$97K ﹤0.01%
840
-843
1190
$97K ﹤0.01%
2,745
+113
1191
$97K ﹤0.01%
2,554
-5,358
1192
$97K ﹤0.01%
1,486
-17
1193
$96K ﹤0.01%
2,558
1194
$96K ﹤0.01%
1,525
+527
1195
$96K ﹤0.01%
1,957
1196
$95K ﹤0.01%
3,489
+1,863
1197
$95K ﹤0.01%
5,907
-605
1198
$94K ﹤0.01%
1,416
+318
1199
$94K ﹤0.01%
457
+48
1200
$94K ﹤0.01%
2,126
-94
46 47
48
49 50