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
2726
$23K ﹤0.01%
4,982
+4,808
2727
$23K ﹤0.01%
+3,437
2728
$23K ﹤0.01%
400
+300
2729
$23K ﹤0.01%
+800
2730
$23K ﹤0.01%
+1,652
2731
$23K ﹤0.01%
+1,059
2732
$23K ﹤0.01%
206
-106
2733
$23K ﹤0.01%
100
+59
2734
$23K ﹤0.01%
405
-330
2735
$23K ﹤0.01%
+1,085
2736
$22K ﹤0.01%
+1,000
2737
$22K ﹤0.01%
+770
2738
$22K ﹤0.01%
348
+196
2739
$22K ﹤0.01%
+187
2740
$22K ﹤0.01%
402
+261
2741
$22K ﹤0.01%
752
+592
2742
$22K ﹤0.01%
958
+932
2743
$22K ﹤0.01%
+574
2744
$22K ﹤0.01%
272
+257
2745
$22K ﹤0.01%
+111
2746
$22K ﹤0.01%
+1,800
2747
$22K ﹤0.01%
879
+779
2748
$22K ﹤0.01%
425
+317
2749
$22K ﹤0.01%
+3,459
2750
$22K ﹤0.01%
1,390
+490
108 109
110
111 112