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
2176
$7K ﹤0.01%
200
2177
$7K ﹤0.01%
145
2178
$7K ﹤0.01%
82
-5
2179
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107
+8
2180
$7K ﹤0.01%
200
2181
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418
2182
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210
2183
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400
-3
2184
$7K ﹤0.01%
300
2185
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132
2186
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100
2187
$7K ﹤0.01%
49
+1
2188
$7K ﹤0.01%
150
2189
$7K ﹤0.01%
3,000
2190
$7K ﹤0.01%
326
2191
$7K ﹤0.01%
220
2192
$7K ﹤0.01%
130
2193
$7K ﹤0.01%
184
+41
2194
$7K ﹤0.01%
319
2195
$7K ﹤0.01%
400
2196
$7K ﹤0.01%
2,200
2197
$7K ﹤0.01%
783
+45
2198
$7K ﹤0.01%
11,000
2199
$7K ﹤0.01%
2,000
-1,715
2200
$7K ﹤0.01%
125
86 87
88
89 90