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
2801
$21K ﹤0.01%
+365
2802
$21K ﹤0.01%
+410
2803
$21K ﹤0.01%
1,400
2804
$21K ﹤0.01%
+405
2805
$21K ﹤0.01%
1,285
+485
2806
$21K ﹤0.01%
+172
2807
$21K ﹤0.01%
426
+336
2808
$21K ﹤0.01%
+198
2809
$21K ﹤0.01%
278
+190
2810
$21K ﹤0.01%
52
+39
2811
$21K ﹤0.01%
+837
2812
$21K ﹤0.01%
1,650
+1,000
2813
$20K ﹤0.01%
+43
2814
$20K ﹤0.01%
+105
2815
$20K ﹤0.01%
702
2816
$20K ﹤0.01%
41
+36
2817
$20K ﹤0.01%
+188
2818
$20K ﹤0.01%
+71
2819
$20K ﹤0.01%
43
2820
$20K ﹤0.01%
+861
2821
$20K ﹤0.01%
+805
2822
$20K ﹤0.01%
2,536
+796
2823
$20K ﹤0.01%
496
+378
2824
$20K ﹤0.01%
224
+152
2825
$20K ﹤0.01%
759
+696
111 112
113
114 115