IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
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
101
$4.92M 0.1%
221,654
-192,113
102
$4.85M 0.09%
27,994
+1,105
103
$4.84M 0.09%
93,497
+7,056
104
$4.82M 0.09%
63,006
+840
105
$4.8M 0.09%
34,591
-53,336
106
$4.78M 0.09%
46,541
-1,724
107
$4.75M 0.09%
58,471
-6,081
108
$4.75M 0.09%
91,091
-6,713
109
$4.73M 0.09%
43,855
+4,252
110
$4.71M 0.09%
95,419
+3,586
111
$4.67M 0.09%
30,288
+22,506
112
$4.67M 0.09%
18,192
-273
113
$4.67M 0.09%
85,399
+11,746
114
$4.62M 0.09%
27,592
+175
115
$4.62M 0.09%
109,837
+10,861
116
$4.6M 0.09%
59,083
+3,285
117
$4.53M 0.09%
101,985
-23,731
118
$4.53M 0.09%
84,073
+7,122
119
$4.41M 0.09%
71,010
+1,903
120
$4.39M 0.09%
29,838
-1,975
121
$4.38M 0.09%
85,102
+6,501
122
$4.37M 0.09%
107,951
+6,169
123
$4.35M 0.09%
62,529
+608
124
$4.33M 0.08%
70,711
+12,687
125
$4.32M 0.08%
56,229
+3,104
3 4
5
6 7