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
826
$526K 0.02%
+14
827
$526K 0.02%
+21,920
828
$525K 0.02%
22,242
+22,211
829
$524K 0.02%
2,022
+1,772
830
$524K 0.02%
+56,546
831
$522K 0.02%
+20,500
832
$521K 0.02%
27,673
+21,008
833
$520K 0.02%
8,993
+4,719
834
$518K 0.02%
6,770
+4,351
835
$517K 0.02%
+16,642
836
$515K 0.02%
+10,103
837
$514K 0.02%
+12,311
838
$513K 0.02%
4,203
+2,611
839
$512K 0.02%
3,340
+2,029
840
$511K 0.02%
19,881
+16,927
841
$511K 0.02%
19,922
+4,841
842
$511K 0.02%
20,061
+14,154
843
$510K 0.02%
16,479
-1,567
844
$510K 0.02%
3,025
+1,834
845
$508K 0.02%
25,134
+518
846
$507K 0.02%
25,276
+7,953
847
$506K 0.02%
+4,202
848
$506K 0.02%
+17,702
849
$506K 0.02%
1,447
+1,131
850
$505K 0.02%
30,787
+18,096
32 33
34
35 36