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
1251
$83K ﹤0.01%
4,632
+150
1252
$82K ﹤0.01%
2,800
-250
1253
$82K ﹤0.01%
+118
1254
$82K ﹤0.01%
258
+51
1255
$82K ﹤0.01%
2,223
+120
1256
$81K ﹤0.01%
216
+11
1257
$81K ﹤0.01%
1,290
+66
1258
$81K ﹤0.01%
3,078
-26
1259
$81K ﹤0.01%
196
+29
1260
$81K ﹤0.01%
1,880
-2,879
1261
$81K ﹤0.01%
1,495
+162
1262
$81K ﹤0.01%
5,213
+169
1263
$81K ﹤0.01%
335
+10
1264
$80K ﹤0.01%
1,653
+3
1265
$80K ﹤0.01%
763
+3
1266
$80K ﹤0.01%
1,153
+61
1267
$80K ﹤0.01%
1,168
-148
1268
$79K ﹤0.01%
987
-19
1269
$79K ﹤0.01%
1,231
-1,405
1270
$79K ﹤0.01%
1,409
+5
1271
$79K ﹤0.01%
1,907
+8
1272
$79K ﹤0.01%
3,055
-846
1273
$78K ﹤0.01%
746
-24
1274
$78K ﹤0.01%
676
-24
1275
$78K ﹤0.01%
1,000
49 50
51
52 53