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
1701
$25K ﹤0.01%
318
-7
1702
$25K ﹤0.01%
2,364
1703
$25K ﹤0.01%
761
+168
1704
$25K ﹤0.01%
367
+2
1705
$25K ﹤0.01%
+823
1706
$25K ﹤0.01%
224
-686
1707
$25K ﹤0.01%
1,000
1708
$25K ﹤0.01%
280
-1,296
1709
$25K ﹤0.01%
1,045
-7,892
1710
$25K ﹤0.01%
714
-110
1711
$25K ﹤0.01%
1,320
+320
1712
$25K ﹤0.01%
289
-966
1713
$25K ﹤0.01%
485
1714
$25K ﹤0.01%
+959
1715
$24K ﹤0.01%
120
1716
$24K ﹤0.01%
139
1717
$24K ﹤0.01%
1,250
+50
1718
$24K ﹤0.01%
234
-49
1719
$24K ﹤0.01%
667
-531
1720
$24K ﹤0.01%
669
+6
1721
$24K ﹤0.01%
100
1722
$24K ﹤0.01%
454
1723
$24K ﹤0.01%
800
+87
1724
$24K ﹤0.01%
945
+10
1725
$24K ﹤0.01%
212
67 68
69
70 71