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
1651
$29K ﹤0.01%
268
+2
1652
$29K ﹤0.01%
+1,320
1653
$29K ﹤0.01%
113
1654
$29K ﹤0.01%
492
+253
1655
$29K ﹤0.01%
758
+8
1656
$29K ﹤0.01%
597
+6
1657
$28K ﹤0.01%
148
1658
$28K ﹤0.01%
123
-15
1659
$28K ﹤0.01%
800
1660
$28K ﹤0.01%
841
1661
$28K ﹤0.01%
495
-35
1662
$28K ﹤0.01%
957
1663
$28K ﹤0.01%
+325
1664
$28K ﹤0.01%
492
+22
1665
$28K ﹤0.01%
311
-13
1666
$28K ﹤0.01%
492
-48
1667
$28K ﹤0.01%
1,389
-25,953
1668
$28K ﹤0.01%
271
-67
1669
$27K ﹤0.01%
2,778
1670
$27K ﹤0.01%
174
+13
1671
$27K ﹤0.01%
435
-1,534
1672
$27K ﹤0.01%
752
-119
1673
$27K ﹤0.01%
194
-52
1674
$27K ﹤0.01%
337
-40
1675
$27K ﹤0.01%
350
-6
65 66
67
68 69