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
851
$504K 0.02%
4,747
+2,734
852
$504K 0.02%
20,786
+8,999
853
$503K 0.02%
15,793
+9,144
854
$503K 0.02%
16,589
+16,329
855
$503K 0.02%
20,684
+15,986
856
$501K 0.02%
8,961
+8,780
857
$500K 0.02%
19,499
+7,787
858
$500K 0.02%
3,550
+3,291
859
$499K 0.02%
4,313
+2,323
860
$497K 0.02%
+3,122
861
$496K 0.02%
16,697
+1,701
862
$494K 0.02%
5,235
+3,909
863
$492K 0.02%
6,501
+4,096
864
$492K 0.02%
+11,120
865
$490K 0.02%
5,346
+4,562
866
$488K 0.02%
7,810
+5,225
867
$488K 0.02%
+40,030
868
$487K 0.02%
12,620
+3,975
869
$485K 0.02%
7,987
+7,952
870
$484K 0.02%
7,461
+5,295
871
$483K 0.02%
9,741
+9,221
872
$478K 0.02%
24,926
+2,396
873
$478K 0.02%
13,063
+6,255
874
$477K 0.02%
17,134
+7,100
875
$476K 0.02%
17,647
+17,117
33 34
35
36 37