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
2851
$20K ﹤0.01%
+208
2852
$20K ﹤0.01%
+293
2853
$20K ﹤0.01%
471
+321
2854
$20K ﹤0.01%
500
+175
2855
$20K ﹤0.01%
+1,004
2856
$20K ﹤0.01%
+257
2857
$20K ﹤0.01%
530
-515
2858
$20K ﹤0.01%
+582
2859
$20K ﹤0.01%
+1,997
2860
$20K ﹤0.01%
+433
2861
$20K ﹤0.01%
118
+68
2862
$20K ﹤0.01%
+109
2863
$20K ﹤0.01%
+334
2864
$20K ﹤0.01%
+497
2865
$20K ﹤0.01%
+2
2866
$19K ﹤0.01%
+846
2867
$19K ﹤0.01%
+450
2868
$19K ﹤0.01%
423
+123
2869
$19K ﹤0.01%
200
+28
2870
$19K ﹤0.01%
33
+27
2871
$19K ﹤0.01%
2,268
+2,128
2872
$19K ﹤0.01%
982
+1
2873
$19K ﹤0.01%
523
+493
2874
$19K ﹤0.01%
122
+65
2875
$19K ﹤0.01%
1,271
+971
113 114
115
116 117