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
2326
$5K ﹤0.01%
14
-13
2327
$5K ﹤0.01%
31
2328
$5K ﹤0.01%
110
-44
2329
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40
-13
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26
2331
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2332
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1,452
2333
$5K ﹤0.01%
102
2334
$5K ﹤0.01%
53
2335
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160
2336
$5K ﹤0.01%
21
-3
2337
$5K ﹤0.01%
+200
2338
$4K ﹤0.01%
600
2339
$4K ﹤0.01%
140
2340
$4K ﹤0.01%
25
+9
2341
$4K ﹤0.01%
11
2342
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+300
2343
$4K ﹤0.01%
52
2344
$4K ﹤0.01%
+281
2345
$4K ﹤0.01%
154
+89
2346
$4K ﹤0.01%
29
2347
$4K ﹤0.01%
141
+1
2348
$4K ﹤0.01%
+139
2349
$4K ﹤0.01%
75
2350
$4K ﹤0.01%
39
92 93
94
95 96