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
751
$622K 0.02%
1,365
+1,258
752
$619K 0.02%
24,652
-37,354
753
$617K 0.02%
+19,490
754
$616K 0.02%
2,063
+1,443
755
$615K 0.02%
5,471
+5,345
756
$613K 0.02%
10,747
-141
757
$612K 0.02%
4,191
+950
758
$610K 0.02%
12,708
+11,320
759
$609K 0.02%
8,748
+4,385
760
$608K 0.02%
7,067
+2,659
761
$604K 0.02%
23,967
+21,384
762
$601K 0.02%
3,297
+208
763
$599K 0.02%
30,549
+30,106
764
$598K 0.02%
9,925
+2,310
765
$598K 0.02%
15,844
+11,957
766
$597K 0.02%
+23,901
767
$596K 0.02%
7,895
-1,988
768
$594K 0.02%
36,771
+12,259
769
$594K 0.02%
14,569
-7,987
770
$592K 0.02%
+22,956
771
$590K 0.02%
8,454
-1,003
772
$588K 0.02%
14,021
+5,679
773
$587K 0.02%
13,515
+4,384
774
$586K 0.02%
18,495
+10,147
775
$585K 0.02%
14,947
+5,590
29 30
31
32 33