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
1751
$23K ﹤0.01%
482
-217
1752
$23K ﹤0.01%
691
+593
1753
$22K ﹤0.01%
897
1754
$22K ﹤0.01%
359
-6,220
1755
$22K ﹤0.01%
600
1756
$22K ﹤0.01%
412
-159
1757
$22K ﹤0.01%
478
1758
$22K ﹤0.01%
706
+2
1759
$22K ﹤0.01%
+791
1760
$22K ﹤0.01%
126
-29
1761
$22K ﹤0.01%
523
-52
1762
$22K ﹤0.01%
490
1763
$22K ﹤0.01%
981
-192
1764
$22K ﹤0.01%
+366
1765
$22K ﹤0.01%
750
1766
$22K ﹤0.01%
180
1767
$22K ﹤0.01%
400
-50
1768
$22K ﹤0.01%
1,002
1769
$22K ﹤0.01%
302
1770
$22K ﹤0.01%
395
1771
$22K ﹤0.01%
805
-245
1772
$22K ﹤0.01%
1,050
1773
$21K ﹤0.01%
1,278
1774
$21K ﹤0.01%
387
1775
$21K ﹤0.01%
+232
69 70
71
72 73