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
1926
$14K ﹤0.01%
900
1927
$14K ﹤0.01%
162
+62
1928
$14K ﹤0.01%
816
-238
1929
$14K ﹤0.01%
304
+196
1930
$14K ﹤0.01%
+716
1931
$14K ﹤0.01%
1,115
-537
1932
$14K ﹤0.01%
90
1933
$14K ﹤0.01%
955
1934
$14K ﹤0.01%
527
1935
$14K ﹤0.01%
255
-1,107
1936
$14K ﹤0.01%
103
1937
$14K ﹤0.01%
135
-300
1938
$14K ﹤0.01%
500
1939
$14K ﹤0.01%
200
1940
$14K ﹤0.01%
119
1941
$14K ﹤0.01%
225
1942
$14K ﹤0.01%
30
-1
1943
$14K ﹤0.01%
310
+300
1944
$14K ﹤0.01%
400
1945
$14K ﹤0.01%
133
1946
$14K ﹤0.01%
419
1947
$14K ﹤0.01%
167
-49
1948
$13K ﹤0.01%
1,666
+144
1949
$13K ﹤0.01%
375
1950
$13K ﹤0.01%
70
-5
76 77
78
79 80