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
201
$2.38M 0.05%
47,131
-255
202
$2.36M 0.05%
101,109
+2,397
203
$2.35M 0.05%
6,772
+54
204
$2.34M 0.05%
81,237
+6,708
205
$2.33M 0.05%
5,084
+188
206
$2.33M 0.05%
90,280
+27,832
207
$2.32M 0.05%
22,165
-793
208
$2.32M 0.05%
124,440
-44,637
209
$2.31M 0.05%
80,051
-5,017
210
$2.3M 0.05%
9,345
-208
211
$2.3M 0.05%
19,139
+1,257
212
$2.28M 0.04%
31,730
+2,910
213
$2.28M 0.04%
11,133
+76
214
$2.27M 0.04%
20,772
+416
215
$2.26M 0.04%
89,253
+752
216
$2.26M 0.04%
40,253
+1,652
217
$2.26M 0.04%
36,383
-1,410
218
$2.25M 0.04%
18,715
+10,690
219
$2.25M 0.04%
29,337
-731
220
$2.21M 0.04%
61,235
+33,856
221
$2.21M 0.04%
12,033
-1,100
222
$2.21M 0.04%
11,733
+358
223
$2.2M 0.04%
6,084
+4,908
224
$2.2M 0.04%
9,371
+285
225
$2.19M 0.04%
19,839
-238
7 8
9
10 11