IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2051
$10K ﹤0.01%
165
-95
2052
$10K ﹤0.01%
1,070
2053
$10K ﹤0.01%
191
-150
2054
$10K ﹤0.01%
377
+77
2055
$10K ﹤0.01%
225
+4
2056
$10K ﹤0.01%
3,434
+389
2057
$10K ﹤0.01%
55
2058
$10K ﹤0.01%
327
2059
$10K ﹤0.01%
340
+107
2060
$10K ﹤0.01%
121
2061
$10K ﹤0.01%
1,000
2062
$10K ﹤0.01%
280
+4
2063
$10K ﹤0.01%
254
+3
2064
$10K ﹤0.01%
210
+100
2065
$10K ﹤0.01%
120
2066
$10K ﹤0.01%
45
2067
$10K ﹤0.01%
350
2068
$10K ﹤0.01%
260
+7
2069
$10K ﹤0.01%
105
2070
$10K ﹤0.01%
166
2071
$10K ﹤0.01%
58
+5
2072
$10K ﹤0.01%
67
2073
$10K ﹤0.01%
163
+7
2074
$10K ﹤0.01%
997
-32,820
2075
$10K ﹤0.01%
116
-1,103
81 82
83
84 85