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
1426
$52K ﹤0.01%
697
1427
$52K ﹤0.01%
423
+10
1428
$52K ﹤0.01%
1,011
-350
1429
$52K ﹤0.01%
127
-8
1430
$52K ﹤0.01%
1,570
+2
1431
$52K ﹤0.01%
5,000
+3,000
1432
$52K ﹤0.01%
359
+103
1433
$51K ﹤0.01%
1,617
-894
1434
$51K ﹤0.01%
201
-3
1435
$51K ﹤0.01%
1,571
-4,209
1436
$51K ﹤0.01%
1,815
+150
1437
$51K ﹤0.01%
768
1438
$50K ﹤0.01%
121
+6
1439
$50K ﹤0.01%
2,313
+10
1440
$50K ﹤0.01%
444
-6
1441
$50K ﹤0.01%
544
1442
$50K ﹤0.01%
913
1443
$50K ﹤0.01%
431
-191
1444
$50K ﹤0.01%
2,800
-1,300
1445
$50K ﹤0.01%
155
-53
1446
$50K ﹤0.01%
633
+1
1447
$50K ﹤0.01%
1,314
-2,065
1448
$50K ﹤0.01%
678
1449
$50K ﹤0.01%
183
+2
1450
$49K ﹤0.01%
1,110
56 57
58
59 60