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
1701
$25K ﹤0.01%
+823
1702
$25K ﹤0.01%
224
-686
1703
$25K ﹤0.01%
1,000
1704
$25K ﹤0.01%
+959
1705
$25K ﹤0.01%
280
-1,296
1706
$25K ﹤0.01%
1,045
-7,892
1707
$25K ﹤0.01%
714
-110
1708
$25K ﹤0.01%
1,320
+320
1709
$25K ﹤0.01%
289
-966
1710
$25K ﹤0.01%
485
1711
$25K ﹤0.01%
318
-7
1712
$25K ﹤0.01%
2,364
1713
$24K ﹤0.01%
1,250
+50
1714
$24K ﹤0.01%
120
1715
$24K ﹤0.01%
139
1716
$24K ﹤0.01%
234
-49
1717
$24K ﹤0.01%
667
-531
1718
$24K ﹤0.01%
669
+6
1719
$24K ﹤0.01%
100
1720
$24K ﹤0.01%
454
1721
$24K ﹤0.01%
800
+87
1722
$24K ﹤0.01%
945
+10
1723
$24K ﹤0.01%
212
1724
$24K ﹤0.01%
160
1725
$24K ﹤0.01%
1,115
-147
67 68
69
70 71