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
2001
$12K ﹤0.01%
452
-849
2002
$12K ﹤0.01%
600
-700
2003
$12K ﹤0.01%
220
2004
$12K ﹤0.01%
+196
2005
$12K ﹤0.01%
125
+114
2006
$12K ﹤0.01%
391
2007
$11K ﹤0.01%
150
-31
2008
$11K ﹤0.01%
45
+25
2009
$11K ﹤0.01%
+218
2010
$11K ﹤0.01%
99
+9
2011
$11K ﹤0.01%
861
+643
2012
$11K ﹤0.01%
+228
2013
$11K ﹤0.01%
147
+2
2014
$11K ﹤0.01%
700
2015
$11K ﹤0.01%
1,250
2016
$11K ﹤0.01%
150
2017
$11K ﹤0.01%
132
+8
2018
$11K ﹤0.01%
+1,017
2019
$11K ﹤0.01%
465
2020
$11K ﹤0.01%
600
2021
$11K ﹤0.01%
685
2022
$11K ﹤0.01%
1,025
+805
2023
$11K ﹤0.01%
204
2024
$11K ﹤0.01%
+178
2025
$11K ﹤0.01%
400
-48
79 80
81
82 83