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
2176
$7K ﹤0.01%
83
-7
2177
$7K ﹤0.01%
+283
2178
$7K ﹤0.01%
49
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2179
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+300
2180
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139
+52
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49
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2182
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53
+8
2184
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2185
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2186
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107
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2187
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2188
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418
2189
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210
2190
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2191
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49
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2193
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2194
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130
2195
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184
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2196
$7K ﹤0.01%
319
2197
$7K ﹤0.01%
400
2198
$7K ﹤0.01%
783
+45
2199
$7K ﹤0.01%
11,000
2200
$7K ﹤0.01%
174
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86 87
88
89 90