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
1226
$87K ﹤0.01%
1,570
+840
1227
$87K ﹤0.01%
4,085
1228
$87K ﹤0.01%
1,865
1229
$86K ﹤0.01%
2,024
-400
1230
$86K ﹤0.01%
2,680
1231
$86K ﹤0.01%
1,354
+7
1232
$86K ﹤0.01%
1,514
-1,080
1233
$86K ﹤0.01%
16,000
-2,500
1234
$86K ﹤0.01%
753
+599
1235
$86K ﹤0.01%
2,050
+1,000
1236
$85K ﹤0.01%
1,990
1237
$85K ﹤0.01%
774
+44
1238
$85K ﹤0.01%
2,594
+89
1239
$85K ﹤0.01%
1,521
-825
1240
$85K ﹤0.01%
1,003
1241
$84K ﹤0.01%
3,139
-474
1242
$84K ﹤0.01%
969
+75
1243
$84K ﹤0.01%
539
+51
1244
$84K ﹤0.01%
250
-85
1245
$84K ﹤0.01%
4,977
-5,823
1246
$84K ﹤0.01%
2,734
+423
1247
$84K ﹤0.01%
625
+171
1248
$83K ﹤0.01%
1,440
-78
1249
$83K ﹤0.01%
2,758
-862
1250
$83K ﹤0.01%
628
+108
48 49
50
51 52