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
1851
$17K ﹤0.01%
6,000
-21
1852
$17K ﹤0.01%
388
+54
1853
$17K ﹤0.01%
+1,686
1854
$17K ﹤0.01%
1,000
1855
$17K ﹤0.01%
496
1856
$17K ﹤0.01%
1,124
1857
$17K ﹤0.01%
1,079
+81
1858
$17K ﹤0.01%
200
1859
$17K ﹤0.01%
181
-410
1860
$17K ﹤0.01%
163
+2
1861
$17K ﹤0.01%
799
1862
$17K ﹤0.01%
217
1863
$17K ﹤0.01%
227
+187
1864
$17K ﹤0.01%
303
1865
$17K ﹤0.01%
1,225
1866
$17K ﹤0.01%
479
1867
$17K ﹤0.01%
288
+2
1868
$17K ﹤0.01%
200
1869
$17K ﹤0.01%
371
+8
1870
$17K ﹤0.01%
82
+7
1871
$17K ﹤0.01%
480
-100
1872
$17K ﹤0.01%
509
+9
1873
$17K ﹤0.01%
+1,590
1874
$16K ﹤0.01%
303
-123
1875
$16K ﹤0.01%
205
73 74
75
76 77