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
2076
$10K ﹤0.01%
163
+7
2077
$10K ﹤0.01%
997
-32,820
2078
$10K ﹤0.01%
116
-1,103
2079
$10K ﹤0.01%
325
-23
2080
$10K ﹤0.01%
1,000
2081
$10K ﹤0.01%
200
2082
$10K ﹤0.01%
210
+100
2083
$10K ﹤0.01%
35
+1
2084
$9K ﹤0.01%
277
+50
2085
$9K ﹤0.01%
449
2086
$9K ﹤0.01%
81
+14
2087
$9K ﹤0.01%
290
-500
2088
$9K ﹤0.01%
70
-17
2089
$9K ﹤0.01%
35
-95
2090
$9K ﹤0.01%
600
2091
$9K ﹤0.01%
626
2092
$9K ﹤0.01%
20
+1
2093
$9K ﹤0.01%
315
2094
$9K ﹤0.01%
246
-3,954
2095
$9K ﹤0.01%
132
-645
2096
$9K ﹤0.01%
516
+20
2097
$9K ﹤0.01%
199
2098
$9K ﹤0.01%
329
2099
$9K ﹤0.01%
135
2100
$9K ﹤0.01%
88
-108
82 83
84
85 86