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
1276
$78K ﹤0.01%
324
1277
$78K ﹤0.01%
2,055
1278
$78K ﹤0.01%
3,007
1279
$77K ﹤0.01%
2,084
-8,681
1280
$77K ﹤0.01%
1,688
-17,630
1281
$76K ﹤0.01%
2,514
-102
1282
$76K ﹤0.01%
1,082
-474
1283
$76K ﹤0.01%
1,497
1284
$76K ﹤0.01%
4,408
+1,080
1285
$76K ﹤0.01%
1,388
+204
1286
$75K ﹤0.01%
2,822
+14
1287
$75K ﹤0.01%
3,735
+3,585
1288
$75K ﹤0.01%
13,982
+4,489
1289
$74K ﹤0.01%
+1,397
1290
$74K ﹤0.01%
42
+6
1291
$74K ﹤0.01%
943
-1,049
1292
$74K ﹤0.01%
219
-27
1293
$74K ﹤0.01%
2,274
-45
1294
$74K ﹤0.01%
905
1295
$74K ﹤0.01%
689
+308
1296
$74K ﹤0.01%
195
1297
$74K ﹤0.01%
+510
1298
$74K ﹤0.01%
311
+15
1299
$73K ﹤0.01%
+1,183
1300
$73K ﹤0.01%
1,461
+961
50 51
52
53 54