IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
2101
$9K ﹤0.01%
150
+29
2102
$9K ﹤0.01%
350
2103
$9K ﹤0.01%
88
-108
2104
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112
+20
2105
$9K ﹤0.01%
40
-10
2106
$8K ﹤0.01%
327
2107
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194
-283
2108
$8K ﹤0.01%
300
+52
2109
$8K ﹤0.01%
167
-167
2110
$8K ﹤0.01%
38
2111
$8K ﹤0.01%
200
2112
$8K ﹤0.01%
287
2113
$8K ﹤0.01%
700
2114
$8K ﹤0.01%
241
+70
2115
$8K ﹤0.01%
236
+36
2116
$8K ﹤0.01%
40
-15
2117
$8K ﹤0.01%
+388
2118
$8K ﹤0.01%
125
2119
$8K ﹤0.01%
39
-2
2120
$8K ﹤0.01%
91
-16
2121
$8K ﹤0.01%
+1,900
2122
$8K ﹤0.01%
593
2123
$8K ﹤0.01%
140
+100
2124
$8K ﹤0.01%
315
-23
2125
$8K ﹤0.01%
180
-275
83 84
85
86 87