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
1626
$31K ﹤0.01%
981
+1
1627
$30K ﹤0.01%
493
-120,966
1628
$30K ﹤0.01%
904
-1,286
1629
$30K ﹤0.01%
343
1630
$30K ﹤0.01%
575
1631
$30K ﹤0.01%
1,500
1632
$30K ﹤0.01%
139
-481
1633
$30K ﹤0.01%
884
-3,199
1634
$30K ﹤0.01%
367
+301
1635
$30K ﹤0.01%
294
-60
1636
$30K ﹤0.01%
+1,360
1637
$30K ﹤0.01%
653
-80
1638
$30K ﹤0.01%
1,239
+3
1639
$29K ﹤0.01%
+1,320
1640
$29K ﹤0.01%
113
1641
$29K ﹤0.01%
492
+253
1642
$29K ﹤0.01%
758
+8
1643
$29K ﹤0.01%
597
+6
1644
$29K ﹤0.01%
1,261
-79
1645
$29K ﹤0.01%
1,050
1646
$29K ﹤0.01%
2,400
+400
1647
$29K ﹤0.01%
520
1648
$29K ﹤0.01%
741
1649
$29K ﹤0.01%
2,410
+150
1650
$29K ﹤0.01%
98
64 65
66
67 68