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
1801
$20K ﹤0.01%
+398
1802
$20K ﹤0.01%
382
+1
1803
$20K ﹤0.01%
140
-23
1804
$20K ﹤0.01%
220
1805
$20K ﹤0.01%
250
+7
1806
$20K ﹤0.01%
226
-8
1807
$20K ﹤0.01%
353
-10
1808
$20K ﹤0.01%
309
1809
$20K ﹤0.01%
+454
1810
$20K ﹤0.01%
720
-18
1811
$20K ﹤0.01%
500
1812
$20K ﹤0.01%
+366
1813
$19K ﹤0.01%
918
-27
1814
$19K ﹤0.01%
1,038
1815
$19K ﹤0.01%
+235
1816
$19K ﹤0.01%
+580
1817
$19K ﹤0.01%
64
-35
1818
$19K ﹤0.01%
117
+59
1819
$19K ﹤0.01%
185
-102
1820
$19K ﹤0.01%
177
+125
1821
$19K ﹤0.01%
210
1822
$19K ﹤0.01%
275
1823
$19K ﹤0.01%
441
+7
1824
$19K ﹤0.01%
475
+25
1825
$19K ﹤0.01%
877
+11
71 72
73
74 75