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
2201
$7K ﹤0.01%
242
2202
$7K ﹤0.01%
82
-5
2203
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2204
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100
2205
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+1,000
2206
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2207
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254
2208
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200
2209
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20
+8
2210
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43
2211
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51
2212
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90
2213
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146
+57
2214
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2215
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2216
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149
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2217
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2218
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2219
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2220
$6K ﹤0.01%
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2221
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276
2222
$6K ﹤0.01%
69
+45
2223
$6K ﹤0.01%
123
2224
$6K ﹤0.01%
10
+1
2225
$6K ﹤0.01%
45
87 88
89
90 91