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
1576
$35K ﹤0.01%
1,851
1577
$35K ﹤0.01%
512
-11
1578
$35K ﹤0.01%
390
1579
$34K ﹤0.01%
3,575
1580
$34K ﹤0.01%
762
1581
$34K ﹤0.01%
702
1582
$34K ﹤0.01%
699
1583
$34K ﹤0.01%
1,371
-45
1584
$34K ﹤0.01%
905
-5,247
1585
$34K ﹤0.01%
241
-371
1586
$34K ﹤0.01%
6,480
+5,980
1587
$34K ﹤0.01%
341
-643
1588
$34K ﹤0.01%
416
1589
$34K ﹤0.01%
713
1590
$34K ﹤0.01%
267
-5
1591
$33K ﹤0.01%
848
+121
1592
$33K ﹤0.01%
744
-56
1593
$33K ﹤0.01%
363
-283
1594
$33K ﹤0.01%
1,000
1595
$33K ﹤0.01%
1,270
+3
1596
$33K ﹤0.01%
428
+53
1597
$33K ﹤0.01%
4,550
1598
$33K ﹤0.01%
950
+100
1599
$33K ﹤0.01%
571
1600
$33K ﹤0.01%
667
62 63
64
65 66