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
926
$410K 0.01%
16,514
+1,271
927
$409K 0.01%
31,810
+31,310
928
$406K 0.01%
5,774
+4,399
929
$406K 0.01%
9,741
+9,417
930
$405K 0.01%
4,298
-1,490
931
$403K 0.01%
12,949
-6,467
932
$403K 0.01%
15,916
+15,915
933
$402K 0.01%
6,674
+2,190
934
$401K 0.01%
13,587
+4,311
935
$401K 0.01%
12,896
+10,342
936
$401K 0.01%
8,424
+5,683
937
$399K 0.01%
13,991
+10,372
938
$399K 0.01%
31,261
+12,804
939
$398K 0.01%
4,411
+1,636
940
$398K 0.01%
11,245
+10,661
941
$398K 0.01%
3,022
+1,668
942
$398K 0.01%
6,459
+1,996
943
$397K 0.01%
+409
944
$396K 0.01%
8,256
-1,104
945
$395K 0.01%
19,055
-84
946
$394K 0.01%
2,091
+1,865
947
$393K 0.01%
+30,236
948
$393K 0.01%
+9,663
949
$393K 0.01%
15,892
+13,570
950
$392K 0.01%
23,660
-1,355
36 37
38
39 40