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
1901
$15K ﹤0.01%
208
+9
1902
$15K ﹤0.01%
72
+23
1903
$15K ﹤0.01%
1,500
1904
$15K ﹤0.01%
131
+19
1905
$15K ﹤0.01%
575
1906
$15K ﹤0.01%
174
1907
$15K ﹤0.01%
+600
1908
$15K ﹤0.01%
214
1909
$15K ﹤0.01%
108
+83
1910
$15K ﹤0.01%
166
1911
$15K ﹤0.01%
1,198
1912
$15K ﹤0.01%
912
-92
1913
$15K ﹤0.01%
343
-1,647
1914
$15K ﹤0.01%
470
1915
$15K ﹤0.01%
350
1916
$15K ﹤0.01%
246
-1,047
1917
$15K ﹤0.01%
168
-31
1918
$15K ﹤0.01%
660
1919
$15K ﹤0.01%
327
+6
1920
$15K ﹤0.01%
683
-988
1921
$15K ﹤0.01%
610
1922
$15K ﹤0.01%
125
-1
1923
$15K ﹤0.01%
5,000
+1,000
1924
$15K ﹤0.01%
3,216
1925
$15K ﹤0.01%
263
-575
75 76
77
78 79