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
2251
$6K ﹤0.01%
115
2252
$6K ﹤0.01%
254
2253
$6K ﹤0.01%
43
2254
$6K ﹤0.01%
51
2255
$6K ﹤0.01%
20
+8
2256
$6K ﹤0.01%
64
+60
2257
$6K ﹤0.01%
406
-22
2258
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+129
2259
$6K ﹤0.01%
215
-801
2260
$6K ﹤0.01%
950
2261
$6K ﹤0.01%
65
+23
2262
$6K ﹤0.01%
183
-17
2263
$6K ﹤0.01%
346
-1,374
2264
$6K ﹤0.01%
1,875
2265
$6K ﹤0.01%
304
+48
2266
$6K ﹤0.01%
15
-85
2267
$6K ﹤0.01%
142
+127
2268
$5K ﹤0.01%
100
-567
2269
$5K ﹤0.01%
80
2270
$5K ﹤0.01%
22
-22
2271
$5K ﹤0.01%
22
+8
2272
$5K ﹤0.01%
+170
2273
$5K ﹤0.01%
102
-11
2274
$5K ﹤0.01%
17
-5
2275
$5K ﹤0.01%
249
89 90
91
92 93