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
876
$475K 0.02%
8,496
+3,382
877
$475K 0.02%
15,628
+6,529
878
$473K 0.02%
9,544
+3,191
879
$473K 0.02%
4,422
+3,558
880
$471K 0.02%
16,762
+4,334
881
$471K 0.02%
+18,870
882
$470K 0.02%
13,270
+280
883
$470K 0.02%
3,867
+1,191
884
$469K 0.02%
3,515
+2,064
885
$469K 0.02%
30,520
+20,903
886
$465K 0.01%
10,410
+5,174
887
$464K 0.01%
12,630
+8,148
888
$463K 0.01%
11,831
+1,107
889
$460K 0.01%
11,532
+6,294
890
$460K 0.01%
+18,344
891
$459K 0.01%
3,864
+2,063
892
$457K 0.01%
32,657
+5,975
893
$455K 0.01%
+17,110
894
$455K 0.01%
6,207
+3,469
895
$454K 0.01%
13,336
+3,641
896
$451K 0.01%
2,561
+1,404
897
$449K 0.01%
14,894
+14,398
898
$449K 0.01%
2,325
+328
899
$449K 0.01%
6,600
+825
900
$446K 0.01%
4,653
+1,891
34 35
36
37 38