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
1551
$36K ﹤0.01%
775
1552
$36K ﹤0.01%
440
-438
1553
$36K ﹤0.01%
727
1554
$36K ﹤0.01%
1,918
-118
1555
$36K ﹤0.01%
335
1556
$36K ﹤0.01%
803
+6
1557
$36K ﹤0.01%
6,262
1558
$36K ﹤0.01%
5,200
-1,000
1559
$35K ﹤0.01%
728
+22
1560
$35K ﹤0.01%
2,000
1561
$35K ﹤0.01%
1,417
+959
1562
$35K ﹤0.01%
259
-805
1563
$35K ﹤0.01%
1,000
1564
$35K ﹤0.01%
900
1565
$35K ﹤0.01%
265
+8
1566
$35K ﹤0.01%
500
1567
$35K ﹤0.01%
951
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1568
$35K ﹤0.01%
1,400
1569
$35K ﹤0.01%
400
1570
$35K ﹤0.01%
1,984
-43
1571
$35K ﹤0.01%
126
-1,398
1572
$35K ﹤0.01%
1,037
-1
1573
$35K ﹤0.01%
68
+3
1574
$35K ﹤0.01%
1,778
1575
$35K ﹤0.01%
151
+63
61 62
63
64 65