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
1451
$48K ﹤0.01%
730
1452
$48K ﹤0.01%
633
+420
1453
$48K ﹤0.01%
500
1454
$48K ﹤0.01%
945
+938
1455
$48K ﹤0.01%
618
+80
1456
$48K ﹤0.01%
590
1457
$47K ﹤0.01%
5,005
-100
1458
$47K ﹤0.01%
497
+51
1459
$47K ﹤0.01%
863
+638
1460
$47K ﹤0.01%
1,168
+758
1461
$47K ﹤0.01%
1,339
+755
1462
$47K ﹤0.01%
741
-14
1463
$46K ﹤0.01%
271
-136
1464
$46K ﹤0.01%
950
-14
1465
$46K ﹤0.01%
1,174
-174
1466
$46K ﹤0.01%
1,029
+173
1467
$46K ﹤0.01%
548
1468
$46K ﹤0.01%
224
-94
1469
$46K ﹤0.01%
323
-222
1470
$46K ﹤0.01%
548
+74
1471
$46K ﹤0.01%
121
-45
1472
$45K ﹤0.01%
1,223
1473
$45K ﹤0.01%
2,170
-117
1474
$45K ﹤0.01%
418
1475
$45K ﹤0.01%
344
-10
57 58
59
60 61