IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
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
1
$80.6M 1.58%
202,475
+55,032
2
$64.9M 1.27%
365,501
-23,699
3
$59.9M 1.17%
126,070
+9,882
4
$47.1M 0.92%
409,133
+231,179
5
$38M 0.74%
454,253
+124,321
6
$32.5M 0.63%
68,044
+18,369
7
$29.2M 0.57%
86,870
+846
8
$25.5M 0.5%
153,220
-2,100
9
$23.6M 0.46%
162,480
+1,760
10
$23.4M 0.46%
637,824
+30,974
11
$21.4M 0.42%
383,349
+38,653
12
$21.4M 0.42%
144,329
+12,406
13
$19M 0.37%
705,855
+27,687
14
$18.3M 0.36%
105,040
+4,495
15
$17.2M 0.34%
57,501
+2,731
16
$17.1M 0.33%
39,199
-15,910
17
$16.9M 0.33%
733,707
+2,349
18
$16.7M 0.33%
230,851
+17,648
19
$14.8M 0.29%
278,264
-8,002
20
$14.5M 0.28%
219,474
+10,654
21
$14.1M 0.27%
521,559
+16,332
22
$14M 0.27%
63,735
-1,181
23
$13.9M 0.27%
674,384
+42,440
24
$13.7M 0.27%
88,206
+5,182
25
$13.6M 0.27%
504,833
+15,603
1
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