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
1401
$56K ﹤0.01%
2,100
1402
$56K ﹤0.01%
574
1403
$56K ﹤0.01%
276
+14
1404
$56K ﹤0.01%
5,000
+4,500
1405
$55K ﹤0.01%
399
+84
1406
$55K ﹤0.01%
576
-165
1407
$55K ﹤0.01%
2,167
+32
1408
$54K ﹤0.01%
1,556
+1,059
1409
$54K ﹤0.01%
450
+1
1410
$54K ﹤0.01%
2,000
1411
$54K ﹤0.01%
196
-46
1412
$54K ﹤0.01%
361
1413
$54K ﹤0.01%
216
+200
1414
$53K ﹤0.01%
2,420
1415
$53K ﹤0.01%
334
+16
1416
$53K ﹤0.01%
502
1417
$53K ﹤0.01%
+957
1418
$53K ﹤0.01%
+1,730
1419
$53K ﹤0.01%
2,982
+1,968
1420
$53K ﹤0.01%
2,867
-757
1421
$53K ﹤0.01%
354
-443
1422
$53K ﹤0.01%
206
+10
1423
$53K ﹤0.01%
400
1424
$52K ﹤0.01%
697
1425
$52K ﹤0.01%
423
+10
55 56
57
58 59