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
2126
$8K ﹤0.01%
1,000
2127
$8K ﹤0.01%
382
2128
$8K ﹤0.01%
+388
2129
$8K ﹤0.01%
327
2130
$8K ﹤0.01%
125
2131
$8K ﹤0.01%
39
-2
2132
$8K ﹤0.01%
91
-16
2133
$8K ﹤0.01%
+1,900
2134
$8K ﹤0.01%
593
2135
$8K ﹤0.01%
140
+100
2136
$8K ﹤0.01%
315
-23
2137
$8K ﹤0.01%
180
-275
2138
$8K ﹤0.01%
128
+16
2139
$8K ﹤0.01%
300
2140
$8K ﹤0.01%
236
+36
2141
$8K ﹤0.01%
40
-15
2142
$8K ﹤0.01%
20
-8
2143
$8K ﹤0.01%
+72
2144
$8K ﹤0.01%
38
2145
$8K ﹤0.01%
200
2146
$8K ﹤0.01%
210
2147
$8K ﹤0.01%
41
+18
2148
$8K ﹤0.01%
287
2149
$7K ﹤0.01%
150
2150
$7K ﹤0.01%
500
84 85
86
87 88