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
2201
$7K ﹤0.01%
200,000
2202
$7K ﹤0.01%
500
2203
$7K ﹤0.01%
40
2204
$7K ﹤0.01%
1,186
-115
2205
$7K ﹤0.01%
+300
2206
$7K ﹤0.01%
53
+8
2207
$7K ﹤0.01%
89
2208
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242
2209
$6K ﹤0.01%
90
2210
$6K ﹤0.01%
146
+57
2211
$6K ﹤0.01%
184
2212
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139
2213
$6K ﹤0.01%
149
-399
2214
$6K ﹤0.01%
103
2215
$6K ﹤0.01%
170
2216
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160
2217
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200
2218
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276
2219
$6K ﹤0.01%
69
+45
2220
$6K ﹤0.01%
123
2221
$6K ﹤0.01%
200
2222
$6K ﹤0.01%
10
+1
2223
$6K ﹤0.01%
45
2224
$6K ﹤0.01%
150
-200
2225
$6K ﹤0.01%
223
87 88
89
90 91