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
2226
$6K ﹤0.01%
150
-200
2227
$6K ﹤0.01%
223
2228
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72
-72
2229
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27
2230
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250
2231
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2232
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20
+3
2233
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159
2234
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203
2235
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336
-117
2236
$6K ﹤0.01%
1,600
2237
$6K ﹤0.01%
58
-2,271
2238
$6K ﹤0.01%
61
+4
2239
$6K ﹤0.01%
206
2240
$6K ﹤0.01%
64
+60
2241
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406
-22
2242
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+129
2243
$6K ﹤0.01%
215
-801
2244
$6K ﹤0.01%
950
2245
$6K ﹤0.01%
65
+23
2246
$6K ﹤0.01%
183
-17
2247
$6K ﹤0.01%
346
-1,374
2248
$6K ﹤0.01%
1,875
2249
$6K ﹤0.01%
304
+48
2250
$6K ﹤0.01%
15
-85
88 89
90
91 92