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
2576
$28K ﹤0.01%
72
+52
2577
$28K ﹤0.01%
1,002
+991
2578
$28K ﹤0.01%
904
+871
2579
$28K ﹤0.01%
+2,000
2580
$28K ﹤0.01%
+1,350
2581
$28K ﹤0.01%
+1,009
2582
$28K ﹤0.01%
+360
2583
$28K ﹤0.01%
+2,146
2584
$28K ﹤0.01%
+5,786
2585
$28K ﹤0.01%
390
+329
2586
$28K ﹤0.01%
+648
2587
$28K ﹤0.01%
+679
2588
$28K ﹤0.01%
+595
2589
$28K ﹤0.01%
390
2590
$28K ﹤0.01%
+1,600
2591
$28K ﹤0.01%
+271
2592
$28K ﹤0.01%
+300
2593
$28K ﹤0.01%
409
+343
2594
$28K ﹤0.01%
698
+674
2595
$28K ﹤0.01%
+2,685
2596
$28K ﹤0.01%
+1,175
2597
$27K ﹤0.01%
+1,342
2598
$27K ﹤0.01%
+593
2599
$27K ﹤0.01%
773
+587
2600
$27K ﹤0.01%
+3,970
102 103
104
105 106