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
151
$3.44M 0.07%
26,507
+8,730
152
$3.41M 0.07%
9,677
-151
153
$3.38M 0.07%
86,458
+3,750
154
$3.38M 0.07%
66,036
+3,485
155
$3.36M 0.07%
12,991
-2,233
156
$3.31M 0.06%
33,725
+2,828
157
$3.28M 0.06%
14,521
+379
158
$3.26M 0.06%
65,361
+10,918
159
$3.24M 0.06%
97,531
+22,665
160
$3.23M 0.06%
48,688
+48,353
161
$3.21M 0.06%
81,283
-1,059
162
$3.21M 0.06%
50,582
163
$3.2M 0.06%
12,703
+310
164
$3.2M 0.06%
38,956
-8,605
165
$3.19M 0.06%
15,865
+2,282
166
$3.17M 0.06%
63,401
-8,835
167
$3.11M 0.06%
64,626
-5,499
168
$3.1M 0.06%
35,362
-578
169
$3.06M 0.06%
94,134
-8,578
170
$3.05M 0.06%
8,544
+607
171
$3.01M 0.06%
12,777
+255
172
$2.98M 0.06%
22,409
-32,747
173
$2.96M 0.06%
51,831
+6,453
174
$2.88M 0.06%
117,940
+3,943
175
$2.87M 0.06%
59,747
+9,197
5 6
7
8 9