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
251
$2.96M 0.09%
60,933
+1,186
252
$2.93M 0.09%
143,658
+136,275
253
$2.9M 0.09%
53,397
+15,641
254
$2.86M 0.09%
115,032
+21,195
255
$2.85M 0.09%
42,247
+38,652
256
$2.83M 0.09%
51,955
+17,322
257
$2.83M 0.09%
57,436
+50,843
258
$2.83M 0.09%
16,433
+6,465
259
$2.82M 0.09%
+92,820
260
$2.81M 0.09%
+101,664
261
$2.8M 0.09%
120,917
+5,188
262
$2.8M 0.09%
112,694
+92,282
263
$2.8M 0.09%
26,978
+12,507
264
$2.79M 0.09%
51,631
-48,952
265
$2.77M 0.09%
24,204
+1,459
266
$2.76M 0.09%
137,865
+130,443
267
$2.76M 0.09%
37,400
+4,920
268
$2.74M 0.09%
57,146
+44,364
269
$2.72M 0.09%
17,348
+4,987
270
$2.72M 0.09%
42,910
+13,941
271
$2.7M 0.09%
18,918
+12,403
272
$2.68M 0.09%
47,619
+28,905
273
$2.66M 0.09%
66,141
-28,772
274
$2.65M 0.08%
19,535
+892
275
$2.63M 0.08%
+286,606
9 10
11
12 13