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
1876
$16K ﹤0.01%
165
1877
$16K ﹤0.01%
+322
1878
$16K ﹤0.01%
500
1879
$16K ﹤0.01%
260
+10
1880
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299
1881
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737
-100
1882
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193
+116
1883
$16K ﹤0.01%
1,726
1884
$16K ﹤0.01%
99
-6
1885
$16K ﹤0.01%
1,000
1886
$16K ﹤0.01%
2,475
1887
$16K ﹤0.01%
87
-40
1888
$16K ﹤0.01%
318
-644
1889
$16K ﹤0.01%
102
-899
1890
$16K ﹤0.01%
+563
1891
$16K ﹤0.01%
798
+268
1892
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496
1893
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446
+77
1894
$16K ﹤0.01%
122
+117
1895
$16K ﹤0.01%
126
-428
1896
$16K ﹤0.01%
310
-40
1897
$16K ﹤0.01%
259
1898
$16K ﹤0.01%
408
1899
$15K ﹤0.01%
786
1900
$15K ﹤0.01%
166
74 75
76
77 78