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
4126
$2K ﹤0.01%
200
4127
$2K ﹤0.01%
+125
4128
$2K ﹤0.01%
+77
4129
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+32
4130
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+200
4131
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+142
4132
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+1
4133
$2K ﹤0.01%
120
+56
4134
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+26
4135
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+137
4136
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49
+4
4137
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97
4138
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+183
4139
$2K ﹤0.01%
+24
4140
$2K ﹤0.01%
26
4141
$2K ﹤0.01%
8
-937
4142
$2K ﹤0.01%
208
4143
$2K ﹤0.01%
+93
4144
$2K ﹤0.01%
+53
4145
$2K ﹤0.01%
+106
4146
$2K ﹤0.01%
+74
4147
$2K ﹤0.01%
+40
4148
$2K ﹤0.01%
+247
4149
$2K ﹤0.01%
+25
4150
$2K ﹤0.01%
115
164 165
166
167 168