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
1776
$21K ﹤0.01%
603
+18
1777
$21K ﹤0.01%
237
+25
1778
$21K ﹤0.01%
349
1779
$21K ﹤0.01%
1,463
+21
1780
$21K ﹤0.01%
1,340
1781
$21K ﹤0.01%
500
1782
$21K ﹤0.01%
306
1783
$21K ﹤0.01%
271
+1
1784
$21K ﹤0.01%
835
-1
1785
$21K ﹤0.01%
319
1786
$21K ﹤0.01%
1,434
-6,112
1787
$21K ﹤0.01%
907
-947
1788
$21K ﹤0.01%
622
1789
$21K ﹤0.01%
216
+10
1790
$21K ﹤0.01%
437
-10,961
1791
$20K ﹤0.01%
+398
1792
$20K ﹤0.01%
607
1793
$20K ﹤0.01%
134
-24
1794
$20K ﹤0.01%
382
+1
1795
$20K ﹤0.01%
140
-23
1796
$20K ﹤0.01%
220
1797
$20K ﹤0.01%
250
+7
1798
$20K ﹤0.01%
226
-8
1799
$20K ﹤0.01%
353
-10
1800
$20K ﹤0.01%
309
70 71
72
73 74