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
1976
$12K ﹤0.01%
200
1977
$12K ﹤0.01%
239
-82
1978
$12K ﹤0.01%
2
1979
$12K ﹤0.01%
350
1980
$12K ﹤0.01%
123
+23
1981
$12K ﹤0.01%
105
-200
1982
$12K ﹤0.01%
448
-50
1983
$12K ﹤0.01%
490
-1,325
1984
$12K ﹤0.01%
200
-30
1985
$12K ﹤0.01%
171
-35,930
1986
$12K ﹤0.01%
1,800
1987
$12K ﹤0.01%
243
-35,362
1988
$12K ﹤0.01%
87
1989
$12K ﹤0.01%
169
+1
1990
$12K ﹤0.01%
452
-849
1991
$12K ﹤0.01%
600
-700
1992
$12K ﹤0.01%
220
1993
$12K ﹤0.01%
+196
1994
$12K ﹤0.01%
125
+114
1995
$12K ﹤0.01%
150
1996
$12K ﹤0.01%
326
1997
$12K ﹤0.01%
216
+2
1998
$12K ﹤0.01%
223
-50
1999
$12K ﹤0.01%
+90
2000
$12K ﹤0.01%
391
78 79
80
81 82