IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2251
$6K ﹤0.01%
72
-72
2252
$6K ﹤0.01%
27
2253
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250
2254
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33
2255
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20
+3
2256
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2257
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203
2258
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336
-117
2259
$6K ﹤0.01%
1,875
2260
$6K ﹤0.01%
304
+48
2261
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15
-85
2262
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142
+127
2263
$6K ﹤0.01%
300
2264
$5K ﹤0.01%
+170
2265
$5K ﹤0.01%
102
-11
2266
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17
-5
2267
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2268
– –
0
2269
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+80
2270
$5K ﹤0.01%
61
-422
2271
$5K ﹤0.01%
210
2272
$5K ﹤0.01%
55
2273
$5K ﹤0.01%
40
-28
2274
$5K ﹤0.01%
150
2275
$5K ﹤0.01%
40
89 90
91
92 93