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
1926
$15K ﹤0.01%
660
1927
$15K ﹤0.01%
327
+6
1928
$15K ﹤0.01%
683
-988
1929
$14K ﹤0.01%
900
1930
$14K ﹤0.01%
162
+62
1931
$14K ﹤0.01%
816
-238
1932
$14K ﹤0.01%
304
+196
1933
$14K ﹤0.01%
+716
1934
$14K ﹤0.01%
1,115
-537
1935
$14K ﹤0.01%
90
1936
$14K ﹤0.01%
955
1937
$14K ﹤0.01%
527
1938
$14K ﹤0.01%
253
-1,097
1939
$14K ﹤0.01%
103
1940
$14K ﹤0.01%
135
-300
1941
$14K ﹤0.01%
133
1942
$14K ﹤0.01%
419
1943
$14K ﹤0.01%
167
-49
1944
$14K ﹤0.01%
500
1945
$14K ﹤0.01%
200
1946
$14K ﹤0.01%
119
1947
$14K ﹤0.01%
225
1948
$14K ﹤0.01%
30
-1
1949
$14K ﹤0.01%
310
+300
1950
$14K ﹤0.01%
400
76 77
78
79 80