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
$3.12B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,133
New
Increased
Reduced
Closed

Top Buys

1
+$818M
2
+$62.3M
3
+$27.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$23.3M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$22.2M

Top Sells

1
+$31.4M
2
+$27.1M
3
+$26.1M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$14.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.1M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.76%
3 Financials 3.9%
4 Industrials 3.09%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$32K ﹤0.01%
1,092
+92
2477
$32K ﹤0.01%
+1,000
2478
$32K ﹤0.01%
1,541
+343
2479
$32K ﹤0.01%
+667
2480
$32K ﹤0.01%
+4,261
2481
$32K ﹤0.01%
+1,932
2482
$32K ﹤0.01%
1,906
+1,029
2483
$32K ﹤0.01%
1,621
+1,476
2484
$32K ﹤0.01%
+923
2485
$32K ﹤0.01%
1,746
+636
2486
$32K ﹤0.01%
1,286
+909
2487
$32K ﹤0.01%
2,440
+1,220
2488
$32K ﹤0.01%
+932
2489
$32K ﹤0.01%
+1,800
2490
$32K ﹤0.01%
+1,129
2491
$32K ﹤0.01%
298
+82
2492
$32K ﹤0.01%
160
+27
2493
$32K ﹤0.01%
+2,461
2494
$31K ﹤0.01%
+317
2495
$31K ﹤0.01%
+578
2496
$31K ﹤0.01%
974
+953
2497
$31K ﹤0.01%
422
+104
2498
$31K ﹤0.01%
903
+856
2499
$31K ﹤0.01%
+759
2500
$31K ﹤0.01%
+849
98 99
100
101 102