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
2526
$30K ﹤0.01%
+5,300
2527
$30K ﹤0.01%
+1,500
2528
$30K ﹤0.01%
218
+88
2529
$30K ﹤0.01%
+2,719
2530
$30K ﹤0.01%
+1,084
2531
$30K ﹤0.01%
878
+778
2532
$30K ﹤0.01%
1,120
+620
2533
$30K ﹤0.01%
+206
2534
$30K ﹤0.01%
+1,078
2535
$30K ﹤0.01%
181
+101
2536
$30K ﹤0.01%
621
+517
2537
$29K ﹤0.01%
+480
2538
$29K ﹤0.01%
+250
2539
$29K ﹤0.01%
1,150
+966
2540
$29K ﹤0.01%
375
-962
2541
$29K ﹤0.01%
+1,577
2542
$29K ﹤0.01%
548
+423
2543
$29K ﹤0.01%
+222
2544
$29K ﹤0.01%
1,502
+1,342
2545
$29K ﹤0.01%
296
+267
2546
$29K ﹤0.01%
+937
2547
$29K ﹤0.01%
750
-2,778
2548
$29K ﹤0.01%
874
+848
2549
$29K ﹤0.01%
775
2550
$29K ﹤0.01%
573
-924
100 101
102
103 104