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
1251
$82K ﹤0.01%
+118
1252
$82K ﹤0.01%
258
+51
1253
$82K ﹤0.01%
2,223
+120
1254
$81K ﹤0.01%
5,213
+169
1255
$81K ﹤0.01%
216
+11
1256
$81K ﹤0.01%
1,290
+66
1257
$81K ﹤0.01%
3,078
-26
1258
$81K ﹤0.01%
196
+29
1259
$81K ﹤0.01%
1,880
-2,879
1260
$81K ﹤0.01%
1,495
+162
1261
$81K ﹤0.01%
335
+10
1262
$80K ﹤0.01%
1,653
+3
1263
$80K ﹤0.01%
763
+3
1264
$80K ﹤0.01%
1,153
+61
1265
$80K ﹤0.01%
1,168
-148
1266
$79K ﹤0.01%
987
-19
1267
$79K ﹤0.01%
1,231
-1,405
1268
$79K ﹤0.01%
1,409
+5
1269
$79K ﹤0.01%
1,907
+8
1270
$79K ﹤0.01%
3,055
-846
1271
$78K ﹤0.01%
3,007
1272
$78K ﹤0.01%
676
-24
1273
$78K ﹤0.01%
746
-24
1274
$78K ﹤0.01%
2,055
1275
$78K ﹤0.01%
1,000
49 50
51
52 53