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
3701
$6K ﹤0.01%
+239
3702
$6K ﹤0.01%
+500
3703
$6K ﹤0.01%
+50
3704
$6K ﹤0.01%
+131
3705
$6K ﹤0.01%
+31
3706
$6K ﹤0.01%
+850
3707
$6K ﹤0.01%
53
-1,097
3708
$6K ﹤0.01%
73
+72
3709
$6K ﹤0.01%
107
+39
3710
$6K ﹤0.01%
19
-1
3711
$6K ﹤0.01%
193
-22
3712
$6K ﹤0.01%
+250
3713
$6K ﹤0.01%
137
-84
3714
$6K ﹤0.01%
214
+72
3715
$6K ﹤0.01%
+372
3716
$6K ﹤0.01%
+400
3717
$6K ﹤0.01%
+107
3718
$6K ﹤0.01%
1,000
3719
$6K ﹤0.01%
506
3720
$6K ﹤0.01%
1,000
3721
$6K ﹤0.01%
207
+57
3722
$6K ﹤0.01%
+149
3723
$6K ﹤0.01%
+575
3724
$6K ﹤0.01%
+276
3725
$6K ﹤0.01%
123
+16
147 148
149
150 151