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
2926
$18K ﹤0.01%
+387
2927
$18K ﹤0.01%
959
-808
2928
$18K ﹤0.01%
+67
2929
$18K ﹤0.01%
744
+374
2930
$18K ﹤0.01%
+2,080
2931
$18K ﹤0.01%
+262
2932
$18K ﹤0.01%
+25
2933
$18K ﹤0.01%
+903
2934
$18K ﹤0.01%
+270
2935
$18K ﹤0.01%
914
+886
2936
$18K ﹤0.01%
423
-31
2937
$18K ﹤0.01%
+287
2938
$18K ﹤0.01%
+1,632
2939
$18K ﹤0.01%
+763
2940
$18K ﹤0.01%
+1,273
2941
$18K ﹤0.01%
+98
2942
$18K ﹤0.01%
+118
2943
$18K ﹤0.01%
+388
2944
$18K ﹤0.01%
2,701
+901
2945
$18K ﹤0.01%
525
+55
2946
$18K ﹤0.01%
+44
2947
$18K ﹤0.01%
+779
2948
$18K ﹤0.01%
+2,528
2949
$18K ﹤0.01%
+40
2950
$18K ﹤0.01%
485
-38
116 117
118
119 120