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
2401
$4K ﹤0.01%
250
-300
2402
$4K ﹤0.01%
13
-186
2403
$4K ﹤0.01%
112
2404
$4K ﹤0.01%
722
-154
2405
$4K ﹤0.01%
65
2406
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105
2407
$4K ﹤0.01%
29
2408
$4K ﹤0.01%
500
2409
$4K ﹤0.01%
140
-55
2410
$4K ﹤0.01%
100
+10
2411
$4K ﹤0.01%
94
+19
2412
$4K ﹤0.01%
25
+9
2413
$4K ﹤0.01%
104
-34
2414
$4K ﹤0.01%
53
2415
$4K ﹤0.01%
93
2416
$4K ﹤0.01%
370
2417
$4K ﹤0.01%
68
-10
2418
$3K ﹤0.01%
100
2419
$3K ﹤0.01%
29
2420
$3K ﹤0.01%
65
2421
$3K ﹤0.01%
65
2422
$3K ﹤0.01%
27
+9
2423
$3K ﹤0.01%
35
2424
$3K ﹤0.01%
150
2425
$3K ﹤0.01%
83
+15
95 96
97
98 99