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
1751
$22K ﹤0.01%
478
1752
$22K ﹤0.01%
706
+2
1753
$22K ﹤0.01%
+791
1754
$22K ﹤0.01%
126
-29
1755
$22K ﹤0.01%
523
-52
1756
$22K ﹤0.01%
490
1757
$22K ﹤0.01%
981
-192
1758
$22K ﹤0.01%
+366
1759
$22K ﹤0.01%
750
1760
$22K ﹤0.01%
180
1761
$22K ﹤0.01%
400
-50
1762
$22K ﹤0.01%
1,002
1763
$22K ﹤0.01%
302
1764
$22K ﹤0.01%
395
1765
$22K ﹤0.01%
805
-245
1766
$22K ﹤0.01%
1,050
1767
$22K ﹤0.01%
897
1768
$22K ﹤0.01%
359
-6,220
1769
$22K ﹤0.01%
600
1770
$22K ﹤0.01%
412
-159
1771
$21K ﹤0.01%
1,278
1772
$21K ﹤0.01%
387
1773
$21K ﹤0.01%
+232
1774
$21K ﹤0.01%
390
+29
1775
$21K ﹤0.01%
166
-3
69 70
71
72 73