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
1376
$61K ﹤0.01%
2,307
1377
$61K ﹤0.01%
4,640
-265
1378
$61K ﹤0.01%
518
+418
1379
$61K ﹤0.01%
1,910
+2
1380
$60K ﹤0.01%
1,795
1381
$60K ﹤0.01%
1,615
-55
1382
$60K ﹤0.01%
1,660
+5
1383
$59K ﹤0.01%
1,107
+20
1384
$59K ﹤0.01%
485
1385
$59K ﹤0.01%
2,395
-4,865
1386
$59K ﹤0.01%
1,159
-7
1387
$58K ﹤0.01%
770
+30
1388
$58K ﹤0.01%
2,263
-4,401
1389
$58K ﹤0.01%
+705
1390
$58K ﹤0.01%
471
+37
1391
$58K ﹤0.01%
847
+579
1392
$58K ﹤0.01%
271
-47
1393
$58K ﹤0.01%
45,000
1394
$57K ﹤0.01%
4,469
1395
$57K ﹤0.01%
15,000
1396
$57K ﹤0.01%
1,566
-166
1397
$57K ﹤0.01%
2,070
1398
$57K ﹤0.01%
1,110
1399
$57K ﹤0.01%
855
-19
1400
$57K ﹤0.01%
188
54 55
56
57 58