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
976
$370K 0.01%
5,810
+1,369
977
$369K 0.01%
13,886
+8,982
978
$369K 0.01%
10,573
+10,523
979
$369K 0.01%
6,680
+1,001
980
$369K 0.01%
6,270
+4,463
981
$369K 0.01%
7,376
+7,010
982
$366K 0.01%
10,609
+2,162
983
$364K 0.01%
14,411
+8,482
984
$364K 0.01%
2,568
+1,325
985
$363K 0.01%
14,533
-17,342
986
$363K 0.01%
14,818
+14,514
987
$363K 0.01%
7,621
+4,549
988
$357K 0.01%
5,139
-1,013
989
$357K 0.01%
12,386
+6,741
990
$357K 0.01%
4,316
+3,322
991
$356K 0.01%
19,349
-26,048
992
$355K 0.01%
2,133
-22,224
993
$355K 0.01%
7,799
+1,151
994
$353K 0.01%
+21,226
995
$352K 0.01%
4,993
-235
996
$351K 0.01%
4,642
+4,307
997
$351K 0.01%
6,168
+5,801
998
$351K 0.01%
6,254
+4,007
999
$349K 0.01%
5,783
+1,900
1000
$349K 0.01%
3,925
+910
38 39
40
41 42