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
1951
$13K ﹤0.01%
1,666
+144
1952
$13K ﹤0.01%
375
1953
$13K ﹤0.01%
70
-5
1954
$13K ﹤0.01%
265
1955
$13K ﹤0.01%
377
+6
1956
$13K ﹤0.01%
167
1957
$13K ﹤0.01%
242
1958
$13K ﹤0.01%
385
+4
1959
$13K ﹤0.01%
121
-455
1960
$13K ﹤0.01%
176
+36
1961
$13K ﹤0.01%
37
1962
$13K ﹤0.01%
300
1963
$13K ﹤0.01%
165
1964
$13K ﹤0.01%
129
1965
$13K ﹤0.01%
250
+240
1966
$13K ﹤0.01%
1,300
1967
$13K ﹤0.01%
176
+1
1968
$13K ﹤0.01%
200
-400
1969
$13K ﹤0.01%
2,229
+163
1970
$13K ﹤0.01%
800
1971
$13K ﹤0.01%
390
1972
$13K ﹤0.01%
800
1973
$13K ﹤0.01%
89
+9
1974
$13K ﹤0.01%
684
+5
1975
$13K ﹤0.01%
328
77 78
79
80 81