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
3601
$7K ﹤0.01%
+579
3602
$7K ﹤0.01%
+109
3603
$7K ﹤0.01%
25
+23
3604
$7K ﹤0.01%
153
+60
3605
$7K ﹤0.01%
+233
3606
$7K ﹤0.01%
140
-352
3607
$7K ﹤0.01%
196
+145
3608
$7K ﹤0.01%
+126
3609
$7K ﹤0.01%
+115
3610
$7K ﹤0.01%
165
+10
3611
$7K ﹤0.01%
+500
3612
$7K ﹤0.01%
350
-50
3613
$7K ﹤0.01%
+256
3614
$7K ﹤0.01%
349
+124
3615
$7K ﹤0.01%
+65
3616
$7K ﹤0.01%
76
+72
3617
$7K ﹤0.01%
160
+96
3618
$7K ﹤0.01%
+110
3619
$7K ﹤0.01%
360
+300
3620
$7K ﹤0.01%
+300
3621
$7K ﹤0.01%
+152
3622
$7K ﹤0.01%
+387
3623
$7K ﹤0.01%
+385
3624
$7K ﹤0.01%
+1,026
3625
$7K ﹤0.01%
200
143 144
145
146 147