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
1501
$42K ﹤0.01%
714
+464
1502
$42K ﹤0.01%
695
1503
$42K ﹤0.01%
1,038
+474
1504
$42K ﹤0.01%
1,750
+750
1505
$41K ﹤0.01%
259
+23
1506
$41K ﹤0.01%
499
1507
$41K ﹤0.01%
1,120
-413
1508
$41K ﹤0.01%
500
1509
$41K ﹤0.01%
440
+9
1510
$41K ﹤0.01%
1,163
+873
1511
$41K ﹤0.01%
1,223
-1,807
1512
$41K ﹤0.01%
861
1513
$41K ﹤0.01%
209
+8
1514
$41K ﹤0.01%
561
-159
1515
$41K ﹤0.01%
814
-108
1516
$40K ﹤0.01%
312
-42
1517
$40K ﹤0.01%
855
-254
1518
$40K ﹤0.01%
1,767
+714
1519
$40K ﹤0.01%
973
-4
1520
$40K ﹤0.01%
1,601
+355
1521
$39K ﹤0.01%
417
+12
1522
$39K ﹤0.01%
1,506
1523
$39K ﹤0.01%
288
1524
$39K ﹤0.01%
607
+1
1525
$39K ﹤0.01%
729
+6
59 60
61
62 63