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
2276
$5K ﹤0.01%
22
+8
2277
$5K ﹤0.01%
+170
2278
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102
-11
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17
-5
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249
2281
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16
+6
2282
$5K ﹤0.01%
+80
2283
$5K ﹤0.01%
61
-422
2284
$5K ﹤0.01%
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2285
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55
2286
$5K ﹤0.01%
40
-28
2287
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150
2288
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40
2289
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47
2290
$5K ﹤0.01%
+400
2291
$5K ﹤0.01%
520
-455
2292
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41
-27
2293
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2,500
2294
$5K ﹤0.01%
7
2295
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118
-9
2296
$5K ﹤0.01%
100
2297
$5K ﹤0.01%
112
+17
2298
$5K ﹤0.01%
181
2299
$5K ﹤0.01%
61
2300
$5K ﹤0.01%
552
90 91
92
93 94