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
1876
$16K ﹤0.01%
165
1877
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+322
1878
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500
1879
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1880
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798
+268
1881
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1882
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126
-428
1883
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310
-40
1884
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1885
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408
1886
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260
+10
1887
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1888
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737
-100
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193
+116
1890
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99
-6
1891
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1,000
1892
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2,475
1893
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87
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1894
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318
-644
1895
$16K ﹤0.01%
102
-899
1896
$15K ﹤0.01%
421
-119
1897
$15K ﹤0.01%
786
1898
$15K ﹤0.01%
750
+250
1899
$15K ﹤0.01%
340
1900
$15K ﹤0.01%
65
-203
74 75
76
77 78