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
951
$389K 0.01%
24,000
-1,820
952
$386K 0.01%
18,856
+5,525
953
$386K 0.01%
3,190
+913
954
$385K 0.01%
4,055
+3,672
955
$385K 0.01%
14,392
-8,017
956
$382K 0.01%
12,415
-162
957
$382K 0.01%
+30,700
958
$381K 0.01%
8,176
+4,596
959
$380K 0.01%
+27,480
960
$379K 0.01%
+17,373
961
$379K 0.01%
15,755
+15,455
962
$379K 0.01%
10,944
+6,067
963
$379K 0.01%
+1,052
964
$379K 0.01%
+9,190
965
$378K 0.01%
32,701
+1,447
966
$377K 0.01%
+17,250
967
$375K 0.01%
8,774
+6,533
968
$375K 0.01%
25,424
+11,816
969
$375K 0.01%
2,219
+2,036
970
$374K 0.01%
8,307
+6,448
971
$374K 0.01%
8,788
+5,739
972
$373K 0.01%
8,683
-915
973
$372K 0.01%
10,623
+10
974
$371K 0.01%
22,059
+13,686
975
$371K 0.01%
+9,691
37 38
39
40 41