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
1301
$73K ﹤0.01%
3,007
1302
$73K ﹤0.01%
1,400
1303
$73K ﹤0.01%
+4,279
1304
$73K ﹤0.01%
2,144
+50
1305
$73K ﹤0.01%
1,539
+11
1306
$73K ﹤0.01%
100,000
1307
$73K ﹤0.01%
735
+446
1308
$73K ﹤0.01%
277
+77
1309
$73K ﹤0.01%
377
+7
1310
$73K ﹤0.01%
+1,453
1311
$72K ﹤0.01%
586
-625
1312
$72K ﹤0.01%
1,920
1313
$72K ﹤0.01%
1,265
+742
1314
$72K ﹤0.01%
1,983
-7,345
1315
$72K ﹤0.01%
2,046
-17
1316
$72K ﹤0.01%
+1,855
1317
$72K ﹤0.01%
1,417
+916
1318
$72K ﹤0.01%
1,734
+940
1319
$71K ﹤0.01%
2,824
-142
1320
$71K ﹤0.01%
887
1321
$71K ﹤0.01%
902
-325
1322
$70K ﹤0.01%
+2,416
1323
$70K ﹤0.01%
1,569
-133
1324
$70K ﹤0.01%
225
1325
$70K ﹤0.01%
784
-1,242
51 52
53
54 55