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
1376
$61K ﹤0.01%
518
+418
1377
$61K ﹤0.01%
1,910
+2
1378
$60K ﹤0.01%
1,795
1379
$60K ﹤0.01%
1,660
+5
1380
$60K ﹤0.01%
1,615
-55
1381
$59K ﹤0.01%
1,107
+20
1382
$59K ﹤0.01%
485
1383
$59K ﹤0.01%
2,395
-4,865
1384
$59K ﹤0.01%
1,159
-7
1385
$58K ﹤0.01%
770
+30
1386
$58K ﹤0.01%
2,263
-4,401
1387
$58K ﹤0.01%
471
+37
1388
$58K ﹤0.01%
847
+579
1389
$58K ﹤0.01%
271
-47
1390
$58K ﹤0.01%
45,000
1391
$58K ﹤0.01%
+705
1392
$57K ﹤0.01%
950
1393
$57K ﹤0.01%
4,469
1394
$57K ﹤0.01%
15,000
1395
$57K ﹤0.01%
1,566
-166
1396
$57K ﹤0.01%
2,070
1397
$57K ﹤0.01%
1,110
1398
$57K ﹤0.01%
855
-19
1399
$57K ﹤0.01%
188
1400
$57K ﹤0.01%
10,000
54 55
56
57 58