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
2276
$5K ﹤0.01%
157
-52
2277
$5K ﹤0.01%
52
2278
$5K ﹤0.01%
1,000
2279
$5K ﹤0.01%
145
-1,055
2280
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900
2281
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100
2282
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100
2283
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52
2284
$5K ﹤0.01%
90
2285
$5K ﹤0.01%
581
-33
2286
$5K ﹤0.01%
349
+42
2287
$5K ﹤0.01%
194
+128
2288
$5K ﹤0.01%
227
2289
$5K ﹤0.01%
460
2290
$5K ﹤0.01%
80
+15
2291
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426
2292
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+19
2293
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55
+40
2294
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35
+7
2295
$5K ﹤0.01%
50
+8
2296
$5K ﹤0.01%
295
2297
$5K ﹤0.01%
210
2298
$5K ﹤0.01%
104
2299
$5K ﹤0.01%
400
-402
2300
$5K ﹤0.01%
300
90 91
92
93 94