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
1676
$27K ﹤0.01%
194
-52
1677
$27K ﹤0.01%
337
-40
1678
$27K ﹤0.01%
350
-6
1679
$27K ﹤0.01%
6,659
-94
1680
$27K ﹤0.01%
172
+22
1681
$27K ﹤0.01%
190
-866
1682
$27K ﹤0.01%
461
1683
$26K ﹤0.01%
5,645
1684
$26K ﹤0.01%
1,251
-6
1685
$26K ﹤0.01%
710
1686
$26K ﹤0.01%
1,470
+575
1687
$26K ﹤0.01%
559
+20
1688
$26K ﹤0.01%
340
1689
$26K ﹤0.01%
1,750
-2,250
1690
$26K ﹤0.01%
1,031
1691
$26K ﹤0.01%
+625
1692
$26K ﹤0.01%
904
-3,387
1693
$26K ﹤0.01%
468
-88
1694
$26K ﹤0.01%
2
-1
1695
$26K ﹤0.01%
462
+37
1696
$26K ﹤0.01%
8,500
1697
$26K ﹤0.01%
1,100
1698
$25K ﹤0.01%
160
+45
1699
$25K ﹤0.01%
761
+168
1700
$25K ﹤0.01%
367
+2
66 67
68
69 70