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
2101
$9K ﹤0.01%
112
+20
2102
$9K ﹤0.01%
86
-83
2103
$9K ﹤0.01%
145
-96
2104
$9K ﹤0.01%
40
-10
2105
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150
+29
2106
$9K ﹤0.01%
350
2107
$9K ﹤0.01%
298
+49
2108
$9K ﹤0.01%
+513
2109
$8K ﹤0.01%
+388
2110
$8K ﹤0.01%
327
2111
$8K ﹤0.01%
125
2112
$8K ﹤0.01%
39
-2
2113
$8K ﹤0.01%
91
-16
2114
$8K ﹤0.01%
+1,900
2115
$8K ﹤0.01%
593
2116
$8K ﹤0.01%
140
+100
2117
$8K ﹤0.01%
315
-23
2118
$8K ﹤0.01%
180
-275
2119
$8K ﹤0.01%
128
+16
2120
$8K ﹤0.01%
300
2121
$8K ﹤0.01%
370
-485
2122
$8K ﹤0.01%
584
+47
2123
$8K ﹤0.01%
169
2124
$8K ﹤0.01%
500
2125
$8K ﹤0.01%
151
-34,741
83 84
85
86 87