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
2626
$26K ﹤0.01%
101
+99
2627
$26K ﹤0.01%
499
+267
2628
$26K ﹤0.01%
+760
2629
$26K ﹤0.01%
+447
2630
$26K ﹤0.01%
187
+154
2631
$26K ﹤0.01%
368
+288
2632
$26K ﹤0.01%
1,318
+725
2633
$26K ﹤0.01%
+694
2634
$26K ﹤0.01%
+499
2635
$26K ﹤0.01%
810
+691
2636
$26K ﹤0.01%
+340
2637
$26K ﹤0.01%
556
+256
2638
$26K ﹤0.01%
+1,044
2639
$26K ﹤0.01%
1,249
+1,007
2640
$26K ﹤0.01%
+656
2641
$26K ﹤0.01%
+404
2642
$26K ﹤0.01%
+288
2643
$26K ﹤0.01%
+630
2644
$26K ﹤0.01%
530
+62
2645
$26K ﹤0.01%
313
+280
2646
$26K ﹤0.01%
132
+105
2647
$26K ﹤0.01%
2,063
-231
2648
$26K ﹤0.01%
1,800
+1,600
2649
$26K ﹤0.01%
177
+176
2650
$26K ﹤0.01%
+1,642
104 105
106
107 108