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
1401
$57K ﹤0.01%
10,000
1402
$57K ﹤0.01%
950
1403
$56K ﹤0.01%
2,100
1404
$56K ﹤0.01%
574
1405
$56K ﹤0.01%
276
+14
1406
$56K ﹤0.01%
5,000
+4,500
1407
$55K ﹤0.01%
2,167
+32
1408
$55K ﹤0.01%
399
+84
1409
$55K ﹤0.01%
576
-165
1410
$54K ﹤0.01%
1,556
+1,059
1411
$54K ﹤0.01%
450
+1
1412
$54K ﹤0.01%
2,000
1413
$54K ﹤0.01%
196
-46
1414
$54K ﹤0.01%
361
1415
$54K ﹤0.01%
216
+200
1416
$53K ﹤0.01%
334
+16
1417
$53K ﹤0.01%
502
1418
$53K ﹤0.01%
+957
1419
$53K ﹤0.01%
+1,730
1420
$53K ﹤0.01%
2,982
+1,968
1421
$53K ﹤0.01%
2,867
-757
1422
$53K ﹤0.01%
354
-443
1423
$53K ﹤0.01%
206
+10
1424
$53K ﹤0.01%
400
1425
$53K ﹤0.01%
2,420
55 56
57
58 59