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
1351
$66K ﹤0.01%
1,385
1352
$66K ﹤0.01%
4,226
1353
$66K ﹤0.01%
+2,728
1354
$66K ﹤0.01%
1,228
-658
1355
$65K ﹤0.01%
1,460
1356
$65K ﹤0.01%
686
-13
1357
$65K ﹤0.01%
830
+150
1358
$65K ﹤0.01%
2,322
-21
1359
$65K ﹤0.01%
6,061
+154
1360
$65K ﹤0.01%
2,294
-94
1361
$64K ﹤0.01%
25,000
1362
$64K ﹤0.01%
315
-355
1363
$64K ﹤0.01%
3,992
-834
1364
$64K ﹤0.01%
+4,139
1365
$64K ﹤0.01%
383
+353
1366
$64K ﹤0.01%
340
+11
1367
$63K ﹤0.01%
4,587
1368
$63K ﹤0.01%
1,616
-8,389
1369
$63K ﹤0.01%
2,506
+32
1370
$63K ﹤0.01%
3,150
-450
1371
$62K ﹤0.01%
1,126
-8
1372
$62K ﹤0.01%
2,117
1373
$62K ﹤0.01%
230
+13
1374
$62K ﹤0.01%
1,188
+305
1375
$61K ﹤0.01%
2,749
-4,858
53 54
55
56 57