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
1476
$45K ﹤0.01%
418
1477
$45K ﹤0.01%
1,223
1478
$45K ﹤0.01%
2,170
-117
1479
$44K ﹤0.01%
632
-522
1480
$44K ﹤0.01%
2,935
-199
1481
$44K ﹤0.01%
2,495
+1,350
1482
$44K ﹤0.01%
1,186
-35
1483
$44K ﹤0.01%
847
1484
$44K ﹤0.01%
598
+5
1485
$44K ﹤0.01%
773
-17
1486
$44K ﹤0.01%
1,233
1487
$44K ﹤0.01%
312
-499
1488
$44K ﹤0.01%
324
-17
1489
$44K ﹤0.01%
1,750
1490
$44K ﹤0.01%
988
+2
1491
$44K ﹤0.01%
198
-7
1492
$44K ﹤0.01%
1,265
-2,673
1493
$44K ﹤0.01%
1,003
+323
1494
$43K ﹤0.01%
904
-66
1495
$43K ﹤0.01%
2,511
-3,536
1496
$43K ﹤0.01%
3,240
+1,600
1497
$43K ﹤0.01%
805
-96
1498
$43K ﹤0.01%
1,893
-220
1499
$43K ﹤0.01%
288
+18
1500
$42K ﹤0.01%
1,089
-66
58 59
60
61 62