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
1651
$29K ﹤0.01%
1,225
1652
$29K ﹤0.01%
731
+81
1653
$29K ﹤0.01%
923
-23
1654
$29K ﹤0.01%
268
+2
1655
$28K ﹤0.01%
148
1656
$28K ﹤0.01%
123
-15
1657
$28K ﹤0.01%
800
1658
$28K ﹤0.01%
841
1659
$28K ﹤0.01%
495
-35
1660
$28K ﹤0.01%
957
1661
$28K ﹤0.01%
+325
1662
$28K ﹤0.01%
492
+22
1663
$28K ﹤0.01%
311
-13
1664
$28K ﹤0.01%
492
-48
1665
$28K ﹤0.01%
1,389
-25,953
1666
$28K ﹤0.01%
271
-67
1667
$27K ﹤0.01%
2,778
1668
$27K ﹤0.01%
174
+13
1669
$27K ﹤0.01%
435
-1,534
1670
$27K ﹤0.01%
752
-119
1671
$27K ﹤0.01%
1,253
+100
1672
$27K ﹤0.01%
411
1673
$27K ﹤0.01%
130
1674
$27K ﹤0.01%
787
1675
$27K ﹤0.01%
705
-648
65 66
67
68 69