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
2951
$18K ﹤0.01%
170
+70
2952
$18K ﹤0.01%
73
+5
2953
$18K ﹤0.01%
+122
2954
$18K ﹤0.01%
+297
2955
$18K ﹤0.01%
+600
2956
$18K ﹤0.01%
+506
2957
$18K ﹤0.01%
+654
2958
$18K ﹤0.01%
+1,450
2959
$18K ﹤0.01%
380
-1,204
2960
$18K ﹤0.01%
+403
2961
$18K ﹤0.01%
200
-4,486
2962
$18K ﹤0.01%
298
+11
2963
$18K ﹤0.01%
739
+670
2964
$18K ﹤0.01%
+1,208
2965
$18K ﹤0.01%
+1,117
2966
$18K ﹤0.01%
+1,171
2967
$18K ﹤0.01%
223
+179
2968
$18K ﹤0.01%
156
+149
2969
$18K ﹤0.01%
114
+111
2970
$18K ﹤0.01%
102
+67
2971
$18K ﹤0.01%
+613
2972
$17K ﹤0.01%
+1,042
2973
$17K ﹤0.01%
605
+278
2974
$17K ﹤0.01%
+115
2975
$17K ﹤0.01%
446
+428
117 118
119
120 121