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
2326
$5K ﹤0.01%
21
-3
2327
$5K ﹤0.01%
110
-44
2328
$5K ﹤0.01%
40
-13
2329
$5K ﹤0.01%
26
2330
$5K ﹤0.01%
31
2331
$5K ﹤0.01%
160
2332
$5K ﹤0.01%
+80
2333
$5K ﹤0.01%
2,500
2334
$5K ﹤0.01%
7
2335
$5K ﹤0.01%
118
-9
2336
$5K ﹤0.01%
1,452
2337
$5K ﹤0.01%
200
2338
$5K ﹤0.01%
375
2339
$5K ﹤0.01%
102
2340
$5K ﹤0.01%
53
2341
$5K ﹤0.01%
+400
2342
$4K ﹤0.01%
+139
2343
$4K ﹤0.01%
75
2344
$4K ﹤0.01%
39
2345
$4K ﹤0.01%
66
2346
$4K ﹤0.01%
181
2347
$4K ﹤0.01%
140
2348
$4K ﹤0.01%
29
-26
2349
$4K ﹤0.01%
47
2350
$4K ﹤0.01%
211
92 93
94
95 96