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
1326
$70K ﹤0.01%
1,626
+180
1327
$70K ﹤0.01%
1,604
+520
1328
$70K ﹤0.01%
+250
1329
$69K ﹤0.01%
1,372
1330
$69K ﹤0.01%
4,222
-10,183
1331
$69K ﹤0.01%
476
-7
1332
$69K ﹤0.01%
1,140
+528
1333
$69K ﹤0.01%
1,850
+707
1334
$69K ﹤0.01%
2,347
1335
$68K ﹤0.01%
435
1336
$68K ﹤0.01%
1,154
+2
1337
$68K ﹤0.01%
900
+550
1338
$68K ﹤0.01%
2,133
-1,938
1339
$68K ﹤0.01%
1,018
1340
$68K ﹤0.01%
2,583
-942
1341
$68K ﹤0.01%
+1,305
1342
$67K ﹤0.01%
2,142
-104
1343
$67K ﹤0.01%
488
+4
1344
$67K ﹤0.01%
1,130
-895
1345
$67K ﹤0.01%
1,980
+5
1346
$66K ﹤0.01%
1,968
1347
$66K ﹤0.01%
13,170
-24,830
1348
$66K ﹤0.01%
1,740
-60
1349
$66K ﹤0.01%
962
-3
1350
$66K ﹤0.01%
1,437
-963
52 53
54
55 56