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
1726
$24K ﹤0.01%
160
1727
$24K ﹤0.01%
1,115
-147
1728
$24K ﹤0.01%
1,132
1729
$24K ﹤0.01%
1,735
1730
$24K ﹤0.01%
107
-383
1731
$24K ﹤0.01%
+2,750
1732
$24K ﹤0.01%
290
-56
1733
$24K ﹤0.01%
1,720
1734
$24K ﹤0.01%
2,300
1735
$24K ﹤0.01%
514
-1,185
1736
$24K ﹤0.01%
87
+4
1737
$24K ﹤0.01%
253
+25
1738
$23K ﹤0.01%
425
1739
$23K ﹤0.01%
244
+66
1740
$23K ﹤0.01%
+3,196
1741
$23K ﹤0.01%
834
1742
$23K ﹤0.01%
619
-313
1743
$23K ﹤0.01%
695
+40
1744
$23K ﹤0.01%
376
+161
1745
$23K ﹤0.01%
341
-80
1746
$23K ﹤0.01%
263
1747
$23K ﹤0.01%
279
+199
1748
$23K ﹤0.01%
867
+725
1749
$23K ﹤0.01%
600
1750
$23K ﹤0.01%
400
68 69
70
71 72