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
2601
$27K ﹤0.01%
558
+258
2602
$27K ﹤0.01%
+229
2603
$27K ﹤0.01%
15,000
2604
$27K ﹤0.01%
420
+292
2605
$27K ﹤0.01%
+510
2606
$27K ﹤0.01%
605
+465
2607
$27K ﹤0.01%
214
2608
$27K ﹤0.01%
+3,057
2609
$27K ﹤0.01%
1,880
+65
2610
$27K ﹤0.01%
+1,713
2611
$27K ﹤0.01%
394
+170
2612
$27K ﹤0.01%
1,471
+71
2613
$27K ﹤0.01%
+750
2614
$27K ﹤0.01%
1,210
+820
2615
$27K ﹤0.01%
2,567
+977
2616
$27K ﹤0.01%
950
2617
$27K ﹤0.01%
735
+12
2618
$27K ﹤0.01%
386
+369
2619
$27K ﹤0.01%
255
+227
2620
$27K ﹤0.01%
+64
2621
$27K ﹤0.01%
4,165
+3,443
2622
$27K ﹤0.01%
141
-177
2623
$26K ﹤0.01%
+1,000
2624
$26K ﹤0.01%
+2,417
2625
$26K ﹤0.01%
+905
103 104
105
106 107