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
2151
$7K ﹤0.01%
186
-52
2152
$7K ﹤0.01%
500
2153
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300
2154
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40
2155
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1,186
-115
2156
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+186
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294
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2158
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2159
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44
+4
2161
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375
2163
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500
2164
$7K ﹤0.01%
49
-5
2165
$7K ﹤0.01%
+300
2166
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139
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2167
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174
+99
2168
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49
-48
2169
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200
2170
$7K ﹤0.01%
53
+8
2171
$7K ﹤0.01%
89
2172
$7K ﹤0.01%
242
2173
$7K ﹤0.01%
145
2174
$7K ﹤0.01%
82
-5
2175
$7K ﹤0.01%
107
+8
85 86
87
88 89