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
2151
$8K ﹤0.01%
300
+250
2152
$7K ﹤0.01%
186
-52
2153
$7K ﹤0.01%
500
2154
$7K ﹤0.01%
300
2155
$7K ﹤0.01%
+186
2156
$7K ﹤0.01%
294
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2157
$7K ﹤0.01%
23
2158
$7K ﹤0.01%
200
-15
2159
$7K ﹤0.01%
44
+4
2160
$7K ﹤0.01%
100
2161
$7K ﹤0.01%
375
2162
$7K ﹤0.01%
500
2163
$7K ﹤0.01%
115
2164
$7K ﹤0.01%
55
+4
2165
$7K ﹤0.01%
167
-320
2166
$7K ﹤0.01%
1,515
+1,500
2167
$7K ﹤0.01%
443
2168
$7K ﹤0.01%
71
-9
2169
$7K ﹤0.01%
100
-1,149
2170
$7K ﹤0.01%
83
-7
2171
$7K ﹤0.01%
+283
2172
$7K ﹤0.01%
49
-5
2173
$7K ﹤0.01%
139
+52
2174
$7K ﹤0.01%
174
+99
2175
$7K ﹤0.01%
49
-48
85 86
87
88 89