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
1976
$13K ﹤0.01%
454
+4
1977
$13K ﹤0.01%
238
-2
1978
$13K ﹤0.01%
1,231
1979
$12K ﹤0.01%
105
-200
1980
$12K ﹤0.01%
448
-50
1981
$12K ﹤0.01%
490
-1,325
1982
$12K ﹤0.01%
200
-30
1983
$12K ﹤0.01%
171
-35,930
1984
$12K ﹤0.01%
1,800
1985
$12K ﹤0.01%
243
-35,362
1986
$12K ﹤0.01%
87
1987
$12K ﹤0.01%
200
1988
$12K ﹤0.01%
169
+1
1989
$12K ﹤0.01%
239
-82
1990
$12K ﹤0.01%
223
-50
1991
$12K ﹤0.01%
123
+23
1992
$12K ﹤0.01%
+30
1993
$12K ﹤0.01%
226
-729
1994
$12K ﹤0.01%
10,492
+4,215
1995
$12K ﹤0.01%
+324
1996
$12K ﹤0.01%
2
1997
$12K ﹤0.01%
350
1998
$12K ﹤0.01%
150
1999
$12K ﹤0.01%
326
2000
$12K ﹤0.01%
216
+2
78 79
80
81 82