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
1901
$15K ﹤0.01%
1,198
1902
$15K ﹤0.01%
912
-92
1903
$15K ﹤0.01%
343
-1,647
1904
$15K ﹤0.01%
470
1905
$15K ﹤0.01%
350
1906
$15K ﹤0.01%
246
-1,047
1907
$15K ﹤0.01%
610
1908
$15K ﹤0.01%
125
-1
1909
$15K ﹤0.01%
5,000
+1,000
1910
$15K ﹤0.01%
3,216
1911
$15K ﹤0.01%
263
-575
1912
$15K ﹤0.01%
750
+250
1913
$15K ﹤0.01%
340
1914
$15K ﹤0.01%
65
-203
1915
$15K ﹤0.01%
208
+9
1916
$15K ﹤0.01%
72
+23
1917
$15K ﹤0.01%
1,500
1918
$15K ﹤0.01%
131
+19
1919
$15K ﹤0.01%
575
1920
$15K ﹤0.01%
174
1921
$15K ﹤0.01%
+600
1922
$15K ﹤0.01%
214
1923
$15K ﹤0.01%
421
-119
1924
$15K ﹤0.01%
108
+83
1925
$15K ﹤0.01%
168
-31
75 76
77
78 79