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
1226
$87K ﹤0.01%
1,865
1227
$86K ﹤0.01%
2,024
-400
1228
$86K ﹤0.01%
2,680
1229
$86K ﹤0.01%
1,354
+7
1230
$86K ﹤0.01%
1,514
-1,080
1231
$86K ﹤0.01%
16,000
-2,500
1232
$86K ﹤0.01%
753
+599
1233
$86K ﹤0.01%
2,050
+1,000
1234
$85K ﹤0.01%
1,990
1235
$85K ﹤0.01%
774
+44
1236
$85K ﹤0.01%
2,594
+89
1237
$85K ﹤0.01%
1,521
-825
1238
$85K ﹤0.01%
1,003
1239
$84K ﹤0.01%
250
-85
1240
$84K ﹤0.01%
3,139
-474
1241
$84K ﹤0.01%
969
+75
1242
$84K ﹤0.01%
539
+51
1243
$84K ﹤0.01%
2,734
+423
1244
$84K ﹤0.01%
625
+171
1245
$84K ﹤0.01%
4,977
-5,823
1246
$83K ﹤0.01%
2,758
-862
1247
$83K ﹤0.01%
1,440
-78
1248
$83K ﹤0.01%
628
+108
1249
$83K ﹤0.01%
4,632
+150
1250
$82K ﹤0.01%
2,800
-250
48 49
50
51 52