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
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%
163
+2
1860
$17K ﹤0.01%
799
1861
$17K ﹤0.01%
217
1862
$17K ﹤0.01%
227
+187
1863
$17K ﹤0.01%
303
1864
$17K ﹤0.01%
+1,590
1865
$17K ﹤0.01%
479
1866
$17K ﹤0.01%
288
+2
1867
$17K ﹤0.01%
200
1868
$17K ﹤0.01%
371
+8
1869
$17K ﹤0.01%
82
+7
1870
$17K ﹤0.01%
480
-100
1871
$17K ﹤0.01%
509
+9
1872
$16K ﹤0.01%
446
+77
1873
$16K ﹤0.01%
122
+117
1874
$16K ﹤0.01%
303
-123
1875
$16K ﹤0.01%
205
73 74
75
76 77