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
176
$2.86M 0.06%
12,356
-945
177
$2.83M 0.06%
23,092
+1,114
178
$2.83M 0.06%
26,334
+640
179
$2.82M 0.06%
25,942
+607
180
$2.79M 0.05%
75,315
+46,775
181
$2.79M 0.05%
20,547
-248
182
$2.75M 0.05%
56,202
+8,060
183
$2.74M 0.05%
31,414
-65,590
184
$2.73M 0.05%
54,158
-404
185
$2.71M 0.05%
17,254
-849
186
$2.68M 0.05%
22,745
+1,114
187
$2.63M 0.05%
35,405
+1,318
188
$2.58M 0.05%
18,324
+13
189
$2.57M 0.05%
30,264
+727
190
$2.53M 0.05%
47,630
+3,346
191
$2.52M 0.05%
11,695
-58
192
$2.51M 0.05%
56,903
+37,326
193
$2.51M 0.05%
93,837
+4,058
194
$2.48M 0.05%
78,580
+45,748
195
$2.48M 0.05%
9,709
+547
196
$2.46M 0.05%
18,643
-439
197
$2.46M 0.05%
26,359
+10,397
198
$2.42M 0.05%
72,772
+13,864
199
$2.4M 0.05%
10,604
+610
200
$2.38M 0.05%
97,410
+4,977
6 7
8
9 10