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
2301
$5K ﹤0.01%
1,000
2302
$5K ﹤0.01%
145
-1,055
2303
$5K ﹤0.01%
900
2304
$5K ﹤0.01%
100
2305
$5K ﹤0.01%
100
2306
$5K ﹤0.01%
52
2307
$5K ﹤0.01%
90
2308
$5K ﹤0.01%
581
-33
2309
$5K ﹤0.01%
349
+42
2310
$5K ﹤0.01%
194
+128
2311
$5K ﹤0.01%
227
2312
$5K ﹤0.01%
460
2313
$5K ﹤0.01%
80
+15
2314
$5K ﹤0.01%
426
2315
$5K ﹤0.01%
+19
2316
$5K ﹤0.01%
55
+40
2317
$5K ﹤0.01%
35
+7
2318
$5K ﹤0.01%
50
+8
2319
$5K ﹤0.01%
295
2320
$5K ﹤0.01%
210
2321
$5K ﹤0.01%
104
2322
$5K ﹤0.01%
400
-402
2323
$5K ﹤0.01%
300
2324
$5K ﹤0.01%
14
-13
2325
$5K ﹤0.01%
31
91 92
93
94 95