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
1826
$19K ﹤0.01%
+269
1827
$19K ﹤0.01%
270
1828
$19K ﹤0.01%
365
+150
1829
$19K ﹤0.01%
279
1830
$19K ﹤0.01%
+64
1831
$19K ﹤0.01%
+68
1832
$19K ﹤0.01%
820
1833
$19K ﹤0.01%
7,000
1834
$18K ﹤0.01%
75
1835
$18K ﹤0.01%
168
+6
1836
$18K ﹤0.01%
1,716
+39
1837
$18K ﹤0.01%
191
-434
1838
$18K ﹤0.01%
125
-17
1839
$18K ﹤0.01%
270
1840
$18K ﹤0.01%
1,292
+992
1841
$18K ﹤0.01%
750
1842
$18K ﹤0.01%
3,175
1843
$18K ﹤0.01%
530
+84
1844
$18K ﹤0.01%
107
-1,433
1845
$18K ﹤0.01%
783
+26
1846
$18K ﹤0.01%
29
1847
$18K ﹤0.01%
4,071
-1,000
1848
$18K ﹤0.01%
6,485
1849
$18K ﹤0.01%
341
+27
1850
$18K ﹤0.01%
1,613
-16
72 73
74
75 76