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
351
$1.96M 0.06%
10,450
+5,366
352
$1.95M 0.06%
30,958
-15,583
353
$1.95M 0.06%
88,456
+81,902
354
$1.95M 0.06%
30,628
+13,810
355
$1.94M 0.06%
72,802
+53,872
356
$1.94M 0.06%
13,739
+4,062
357
$1.93M 0.06%
17,724
+8,553
358
$1.93M 0.06%
88,454
+17,913
359
$1.93M 0.06%
45,424
+36,198
360
$1.92M 0.06%
64,893
+32,011
361
$1.91M 0.06%
24,040
+4,214
362
$1.91M 0.06%
25,278
+14,404
363
$1.89M 0.06%
25,502
+16,257
364
$1.89M 0.06%
42,351
+23,534
365
$1.88M 0.06%
29,354
+27,494
366
$1.87M 0.06%
64,241
+17,144
367
$1.87M 0.06%
51,030
+50,805
368
$1.86M 0.06%
15,265
+13,104
369
$1.85M 0.06%
23,289
+11,556
370
$1.85M 0.06%
35,333
+20,908
371
$1.84M 0.06%
39,717
+19,331
372
$1.84M 0.06%
59,348
+22,048
373
$1.83M 0.06%
19,545
+10,287
374
$1.8M 0.06%
10,398
-1,184
375
$1.8M 0.06%
+72,033
13 14
15
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