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
1201
$94K ﹤0.01%
457
+48
1202
$94K ﹤0.01%
2,126
-94
1203
$93K ﹤0.01%
2,673
+953
1204
$93K ﹤0.01%
1,990
-1,348
1205
$92K ﹤0.01%
673
+320
1206
$92K ﹤0.01%
1,563
+36
1207
$92K ﹤0.01%
489
-1
1208
$92K ﹤0.01%
862
-606
1209
$92K ﹤0.01%
2,580
-140
1210
$91K ﹤0.01%
2,970
-4
1211
$91K ﹤0.01%
1,184
-32
1212
$91K ﹤0.01%
5,126
-525
1213
$90K ﹤0.01%
2,001
-13,870
1214
$89K ﹤0.01%
3,175
+119
1215
$89K ﹤0.01%
1,944
+836
1216
$89K ﹤0.01%
7,250
-7,660
1217
$89K ﹤0.01%
2,102
+1,991
1218
$89K ﹤0.01%
553
+7
1219
$88K ﹤0.01%
400
+67
1220
$88K ﹤0.01%
1,419
-376
1221
$88K ﹤0.01%
1,036
-1,216
1222
$88K ﹤0.01%
1,764
+15
1223
$88K ﹤0.01%
1,092
1224
$88K ﹤0.01%
+2,680
1225
$87K ﹤0.01%
4,833
+3,433
47 48
49
50 51