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
1801
$20K ﹤0.01%
+454
1802
$20K ﹤0.01%
720
-18
1803
$20K ﹤0.01%
500
1804
$20K ﹤0.01%
+366
1805
$20K ﹤0.01%
448
+379
1806
$20K ﹤0.01%
785
-39
1807
$20K ﹤0.01%
221
+31
1808
$20K ﹤0.01%
1,442
1809
$20K ﹤0.01%
389
-12
1810
$20K ﹤0.01%
662
+41
1811
$19K ﹤0.01%
117
+59
1812
$19K ﹤0.01%
918
-27
1813
$19K ﹤0.01%
1,038
1814
$19K ﹤0.01%
+235
1815
$19K ﹤0.01%
+580
1816
$19K ﹤0.01%
64
-35
1817
$19K ﹤0.01%
185
-102
1818
$19K ﹤0.01%
177
+125
1819
$19K ﹤0.01%
210
1820
$19K ﹤0.01%
275
1821
$19K ﹤0.01%
441
+7
1822
$19K ﹤0.01%
475
+25
1823
$19K ﹤0.01%
877
+11
1824
$19K ﹤0.01%
+269
1825
$19K ﹤0.01%
270
71 72
73
74 75