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
2226
$6K ﹤0.01%
72
-72
2227
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27
2228
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250
2229
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2230
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+3
2231
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2232
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2233
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336
-117
2234
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+1,000
2235
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1,600
2236
$6K ﹤0.01%
58
-2,271
2237
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61
+4
2238
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2239
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300
2240
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107
-347
2241
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50
2242
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2243
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1,500
-521
2244
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44
+25
2245
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81
2246
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400
2247
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58
+1
2248
$6K ﹤0.01%
250
2249
$6K ﹤0.01%
135
2250
$6K ﹤0.01%
121
88 89
90
91 92