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
2126
$8K ﹤0.01%
128
+16
2127
$8K ﹤0.01%
300
2128
$8K ﹤0.01%
370
-485
2129
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584
+47
2130
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169
2131
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500
2132
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151
-34,741
2133
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175
2134
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646
2135
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106
2136
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142
-369
2137
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20
-8
2138
$8K ﹤0.01%
+72
2139
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210
2140
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41
+18
2141
$8K ﹤0.01%
120
-818
2142
$8K ﹤0.01%
506
2143
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184
2144
$8K ﹤0.01%
300
+250
2145
$8K ﹤0.01%
+325
2146
$8K ﹤0.01%
500
2147
$8K ﹤0.01%
1,000
2148
$8K ﹤0.01%
382
2149
$7K ﹤0.01%
200
-15
2150
$7K ﹤0.01%
150
84 85
86
87 88