IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2426
$3K ﹤0.01%
17
+4
2427
$3K ﹤0.01%
+21
2428
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11
-494
2429
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+460
2430
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104
-41
2431
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+70
2432
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3
2433
– –
0
2434
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100
2435
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151
-875
2436
$3K ﹤0.01%
525
2437
$3K ﹤0.01%
35
2438
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+63
2439
$3K ﹤0.01%
36
2440
$3K ﹤0.01%
50
2441
$3K ﹤0.01%
39
-10
2442
$3K ﹤0.01%
555
2443
$3K ﹤0.01%
+100
2444
$3K ﹤0.01%
+500
2445
$3K ﹤0.01%
108
2446
$3K ﹤0.01%
88
+62
2447
$3K ﹤0.01%
123
+51
2448
$3K ﹤0.01%
43
2449
$3K ﹤0.01%
5
+2
2450
$3K ﹤0.01%
69
-35
96 97
98
99 100