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
1826
$19K ﹤0.01%
365
+150
1827
$19K ﹤0.01%
279
1828
$19K ﹤0.01%
+64
1829
$19K ﹤0.01%
+68
1830
$19K ﹤0.01%
820
1831
$19K ﹤0.01%
7,000
1832
$18K ﹤0.01%
75
1833
$18K ﹤0.01%
168
+6
1834
$18K ﹤0.01%
1,716
+39
1835
$18K ﹤0.01%
191
-434
1836
$18K ﹤0.01%
125
-17
1837
$18K ﹤0.01%
270
1838
$18K ﹤0.01%
1,292
+992
1839
$18K ﹤0.01%
750
1840
$18K ﹤0.01%
3,175
1841
$18K ﹤0.01%
530
+84
1842
$18K ﹤0.01%
107
-1,433
1843
$18K ﹤0.01%
1,175
+39
1844
$18K ﹤0.01%
29
1845
$18K ﹤0.01%
1,613
-16
1846
$18K ﹤0.01%
4,071
-1,000
1847
$18K ﹤0.01%
6,485
1848
$18K ﹤0.01%
341
+27
1849
$17K ﹤0.01%
181
-410
1850
$17K ﹤0.01%
1,225
72 73
74
75 76