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
1501
$42K ﹤0.01%
1,038
+474
1502
$42K ﹤0.01%
695
1503
$41K ﹤0.01%
259
+23
1504
$41K ﹤0.01%
499
1505
$41K ﹤0.01%
1,120
-413
1506
$41K ﹤0.01%
500
1507
$41K ﹤0.01%
440
+9
1508
$41K ﹤0.01%
1,163
+873
1509
$41K ﹤0.01%
1,223
-1,807
1510
$41K ﹤0.01%
861
1511
$41K ﹤0.01%
209
+8
1512
$41K ﹤0.01%
561
-159
1513
$41K ﹤0.01%
814
-108
1514
$40K ﹤0.01%
312
-42
1515
$40K ﹤0.01%
855
-254
1516
$40K ﹤0.01%
1,767
+714
1517
$40K ﹤0.01%
973
-4
1518
$40K ﹤0.01%
1,601
+355
1519
$39K ﹤0.01%
501
-32
1520
$39K ﹤0.01%
928
1521
$39K ﹤0.01%
1,000
1522
$39K ﹤0.01%
1,121
-98
1523
$39K ﹤0.01%
442
1524
$39K ﹤0.01%
+414
1525
$39K ﹤0.01%
417
+12
59 60
61
62 63