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
1451
$49K ﹤0.01%
2,014
1452
$48K ﹤0.01%
1,359
-105
1453
$48K ﹤0.01%
730
1454
$48K ﹤0.01%
633
+420
1455
$48K ﹤0.01%
500
1456
$48K ﹤0.01%
945
+938
1457
$48K ﹤0.01%
618
+80
1458
$48K ﹤0.01%
590
1459
$47K ﹤0.01%
1,339
+755
1460
$47K ﹤0.01%
741
-14
1461
$47K ﹤0.01%
5,005
-100
1462
$47K ﹤0.01%
497
+51
1463
$47K ﹤0.01%
863
+638
1464
$47K ﹤0.01%
1,168
+758
1465
$46K ﹤0.01%
271
-136
1466
$46K ﹤0.01%
950
-14
1467
$46K ﹤0.01%
1,174
-174
1468
$46K ﹤0.01%
1,029
+173
1469
$46K ﹤0.01%
548
1470
$46K ﹤0.01%
224
-94
1471
$46K ﹤0.01%
323
-222
1472
$46K ﹤0.01%
548
+74
1473
$46K ﹤0.01%
121
-45
1474
$45K ﹤0.01%
344
-10
1475
$45K ﹤0.01%
+893
57 58
59
60 61