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
2701
$24K ﹤0.01%
+990
2702
$24K ﹤0.01%
+769
2703
$24K ﹤0.01%
60
-190
2704
$24K ﹤0.01%
701
+644
2705
$24K ﹤0.01%
805
+296
2706
$23K ﹤0.01%
+75
2707
$23K ﹤0.01%
+436
2708
$23K ﹤0.01%
+892
2709
$23K ﹤0.01%
+101
2710
$23K ﹤0.01%
+228
2711
$23K ﹤0.01%
+2,800
2712
$23K ﹤0.01%
337
2713
$23K ﹤0.01%
+2,500
2714
$23K ﹤0.01%
+250
2715
$23K ﹤0.01%
+375
2716
$23K ﹤0.01%
225
-75
2717
$23K ﹤0.01%
278
+257
2718
$23K ﹤0.01%
1,122
+876
2719
$23K ﹤0.01%
649
+625
2720
$23K ﹤0.01%
+1,350
2721
$23K ﹤0.01%
893
+670
2722
$23K ﹤0.01%
+1,400
2723
$23K ﹤0.01%
4,580
+4,180
2724
$23K ﹤0.01%
174
+113
2725
$23K ﹤0.01%
56
-1,270
107 108
109
110 111