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
126
$4.3M 0.08%
109,172
+2,940
127
$4.17M 0.08%
74,453
+74,060
128
$4.16M 0.08%
55,697
+8,557
129
$4.1M 0.08%
94,913
+1,863
130
$4.03M 0.08%
45,377
+2,643
131
$4.01M 0.08%
22,421
-629
132
$4.01M 0.08%
33,799
-5,135
133
$4M 0.08%
80,485
+1,588
134
$3.98M 0.08%
34,205
+618
135
$3.96M 0.08%
48,983
-1,433
136
$3.95M 0.08%
189,317
+142,571
137
$3.93M 0.08%
68,794
+3,335
138
$3.91M 0.08%
75,378
+8,344
139
$3.89M 0.08%
14,471
+424
140
$3.85M 0.08%
22,194
-379
141
$3.71M 0.07%
14,474
+5,429
142
$3.69M 0.07%
118,576
-15,256
143
$3.65M 0.07%
135,546
+15,898
144
$3.64M 0.07%
31,350
-535
145
$3.64M 0.07%
10,338
+660
146
$3.59M 0.07%
64,393
-20,651
147
$3.58M 0.07%
17,103
-127
148
$3.53M 0.07%
100,654
+3,909
149
$3.44M 0.07%
58,008
-3,558
150
$3.44M 0.07%
82,557
+4,895
4 5
6
7 8