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
2376
$4K ﹤0.01%
93
2377
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370
2378
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68
-10
2379
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155
2380
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+100
2381
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148
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170
2383
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191
-43
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91
-10
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26
-1,957
2386
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25
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$4K ﹤0.01%
150
-1,840
2388
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66
-61
2389
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100
2390
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405
2391
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15
-7
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-52
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1,200
2395
$4K ﹤0.01%
148
2396
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249
+62
2397
$4K ﹤0.01%
124
2398
$4K ﹤0.01%
33
-1
2399
$4K ﹤0.01%
32
+9
2400
$4K ﹤0.01%
93
94 95
96
97 98