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
1526
$39K ﹤0.01%
1,506
1527
$39K ﹤0.01%
288
1528
$39K ﹤0.01%
607
+1
1529
$39K ﹤0.01%
729
+6
1530
$39K ﹤0.01%
1,323
1531
$38K ﹤0.01%
236
+62
1532
$38K ﹤0.01%
696
+27
1533
$38K ﹤0.01%
708
1534
$38K ﹤0.01%
4,173
1535
$37K ﹤0.01%
617
1536
$37K ﹤0.01%
340
-1,104
1537
$37K ﹤0.01%
1,037
+800
1538
$37K ﹤0.01%
389
-489
1539
$37K ﹤0.01%
370
1540
$37K ﹤0.01%
451
-5
1541
$37K ﹤0.01%
803
1542
$37K ﹤0.01%
612
+8
1543
$37K ﹤0.01%
1,220
1544
$37K ﹤0.01%
433
1545
$37K ﹤0.01%
951
+9
1546
$37K ﹤0.01%
189
+12
1547
$37K ﹤0.01%
403
+3
1548
$37K ﹤0.01%
788
-3,041
1549
$37K ﹤0.01%
357
-167
1550
$37K ﹤0.01%
3,465
60 61
62
63 64