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
2651
$25K ﹤0.01%
372
+272
2652
$25K ﹤0.01%
323
-21
2653
$25K ﹤0.01%
160
+138
2654
$25K ﹤0.01%
+2,175
2655
$25K ﹤0.01%
+737
2656
$25K ﹤0.01%
635
+618
2657
$25K ﹤0.01%
+980
2658
$25K ﹤0.01%
+1,027
2659
$25K ﹤0.01%
146
+106
2660
$25K ﹤0.01%
+502
2661
$25K ﹤0.01%
1,543
+917
2662
$25K ﹤0.01%
263
+199
2663
$25K ﹤0.01%
900
-900
2664
$25K ﹤0.01%
408
+371
2665
$25K ﹤0.01%
+163
2666
$25K ﹤0.01%
+358
2667
$25K ﹤0.01%
+2,000
2668
$25K ﹤0.01%
+1,000
2669
$25K ﹤0.01%
+192
2670
$25K ﹤0.01%
134
+114
2671
$25K ﹤0.01%
+1,000
2672
$25K ﹤0.01%
+2,380
2673
$25K ﹤0.01%
245
+233
2674
$25K ﹤0.01%
+908
2675
$25K ﹤0.01%
832
+675
105 106
107
108 109