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
1576
$35K ﹤0.01%
1,984
-43
1577
$35K ﹤0.01%
126
-1,398
1578
$35K ﹤0.01%
1,037
-1
1579
$35K ﹤0.01%
512
-11
1580
$35K ﹤0.01%
68
+3
1581
$34K ﹤0.01%
3,575
1582
$34K ﹤0.01%
762
1583
$34K ﹤0.01%
702
1584
$34K ﹤0.01%
699
1585
$34K ﹤0.01%
905
-5,247
1586
$34K ﹤0.01%
241
-371
1587
$34K ﹤0.01%
6,480
+5,980
1588
$34K ﹤0.01%
341
-643
1589
$34K ﹤0.01%
416
1590
$34K ﹤0.01%
713
1591
$34K ﹤0.01%
267
-5
1592
$34K ﹤0.01%
1,371
-45
1593
$33K ﹤0.01%
848
+121
1594
$33K ﹤0.01%
744
-56
1595
$33K ﹤0.01%
363
-283
1596
$33K ﹤0.01%
1,000
1597
$33K ﹤0.01%
1,270
+3
1598
$33K ﹤0.01%
428
+53
1599
$33K ﹤0.01%
4,550
1600
$33K ﹤0.01%
950
+100
62 63
64
65 66