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
901
$446K 0.01%
+16,592
902
$442K 0.01%
12,212
+6,878
903
$438K 0.01%
16,295
+11,169
904
$435K 0.01%
1,114
+776
905
$435K 0.01%
28,134
+27,634
906
$432K 0.01%
5,772
+3,962
907
$429K 0.01%
7,622
+1,618
908
$428K 0.01%
6,331
+6,199
909
$427K 0.01%
21,010
+804
910
$425K 0.01%
2,246
+160
911
$423K 0.01%
+16,924
912
$422K 0.01%
14,005
+7,941
913
$420K 0.01%
+42,428
914
$419K 0.01%
10,929
+9,847
915
$419K 0.01%
16,224
+5,786
916
$417K 0.01%
8,988
+1,651
917
$416K 0.01%
5,658
+4,262
918
$415K 0.01%
11,956
-894
919
$415K 0.01%
+16,687
920
$415K 0.01%
2,811
+2,176
921
$414K 0.01%
+18,024
922
$412K 0.01%
1,837
+1,178
923
$411K 0.01%
11,741
-2,786
924
$410K 0.01%
+17,713
925
$410K 0.01%
14,254
+10,492
35 36
37
38 39