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
1626
$31K ﹤0.01%
484
+114
1627
$31K ﹤0.01%
981
+1
1628
$31K ﹤0.01%
5,005
-900
1629
$30K ﹤0.01%
493
-120,966
1630
$30K ﹤0.01%
904
-1,286
1631
$30K ﹤0.01%
343
1632
$30K ﹤0.01%
575
1633
$30K ﹤0.01%
1,500
1634
$30K ﹤0.01%
139
-481
1635
$30K ﹤0.01%
884
-3,199
1636
$30K ﹤0.01%
367
+301
1637
$30K ﹤0.01%
294
-60
1638
$30K ﹤0.01%
+1,360
1639
$30K ﹤0.01%
653
-80
1640
$30K ﹤0.01%
1,239
+3
1641
$29K ﹤0.01%
1,261
-79
1642
$29K ﹤0.01%
1,050
1643
$29K ﹤0.01%
2,400
+400
1644
$29K ﹤0.01%
520
1645
$29K ﹤0.01%
741
1646
$29K ﹤0.01%
2,410
+150
1647
$29K ﹤0.01%
98
1648
$29K ﹤0.01%
1,225
1649
$29K ﹤0.01%
731
+81
1650
$29K ﹤0.01%
923
-23
64 65
66
67 68