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
2376
$4K ﹤0.01%
25
-13
2377
$4K ﹤0.01%
150
-1,840
2378
$4K ﹤0.01%
66
-61
2379
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100
2380
$4K ﹤0.01%
405
2381
$4K ﹤0.01%
28
2382
$4K ﹤0.01%
52
2383
$4K ﹤0.01%
+281
2384
$4K ﹤0.01%
154
+89
2385
$4K ﹤0.01%
97
-52
2386
$4K ﹤0.01%
1,200
2387
$4K ﹤0.01%
148
2388
$4K ﹤0.01%
249
+62
2389
$4K ﹤0.01%
124
2390
$4K ﹤0.01%
33
-1
2391
$4K ﹤0.01%
32
+9
2392
$4K ﹤0.01%
93
2393
$4K ﹤0.01%
+200
2394
$4K ﹤0.01%
87
2395
$4K ﹤0.01%
17
+9
2396
$4K ﹤0.01%
1,750
2397
$4K ﹤0.01%
1,600
2398
$4K ﹤0.01%
141
+1
2399
$4K ﹤0.01%
400
2400
$4K ﹤0.01%
15
-7
94 95
96
97 98