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
1676
$27K ﹤0.01%
6,659
-94
1677
$27K ﹤0.01%
172
+22
1678
$27K ﹤0.01%
190
-866
1679
$27K ﹤0.01%
461
1680
$27K ﹤0.01%
1,253
+100
1681
$27K ﹤0.01%
411
1682
$27K ﹤0.01%
130
1683
$27K ﹤0.01%
787
1684
$27K ﹤0.01%
705
-648
1685
$26K ﹤0.01%
5,645
1686
$26K ﹤0.01%
1,251
-6
1687
$26K ﹤0.01%
710
1688
$26K ﹤0.01%
1,470
+575
1689
$26K ﹤0.01%
559
+20
1690
$26K ﹤0.01%
340
1691
$26K ﹤0.01%
1,750
-2,250
1692
$26K ﹤0.01%
1,031
1693
$26K ﹤0.01%
904
-3,387
1694
$26K ﹤0.01%
468
-88
1695
$26K ﹤0.01%
21
-10
1696
$26K ﹤0.01%
462
+37
1697
$26K ﹤0.01%
8,500
1698
$26K ﹤0.01%
1,100
1699
$26K ﹤0.01%
+625
1700
$25K ﹤0.01%
160
+45
66 67
68
69 70