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
1551
$37K ﹤0.01%
357
-167
1552
$37K ﹤0.01%
3,465
1553
$36K ﹤0.01%
5,200
-1,000
1554
$36K ﹤0.01%
775
1555
$36K ﹤0.01%
440
-438
1556
$36K ﹤0.01%
727
1557
$36K ﹤0.01%
1,918
-118
1558
$36K ﹤0.01%
335
1559
$36K ﹤0.01%
803
+6
1560
$36K ﹤0.01%
6,262
1561
$35K ﹤0.01%
728
+22
1562
$35K ﹤0.01%
2,000
1563
$35K ﹤0.01%
1,778
1564
$35K ﹤0.01%
151
+63
1565
$35K ﹤0.01%
1,851
1566
$35K ﹤0.01%
390
1567
$35K ﹤0.01%
1,417
+959
1568
$35K ﹤0.01%
259
-805
1569
$35K ﹤0.01%
1,000
1570
$35K ﹤0.01%
900
1571
$35K ﹤0.01%
265
+8
1572
$35K ﹤0.01%
500
1573
$35K ﹤0.01%
951
+4
1574
$35K ﹤0.01%
1,400
1575
$35K ﹤0.01%
400
61 62
63
64 65