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
1001
$349K 0.01%
6,244
+1,359
1002
$347K 0.01%
5,283
+992
1003
$346K 0.01%
22,855
+4,655
1004
$345K 0.01%
4,961
+4,234
1005
$345K 0.01%
17,952
-3,151
1006
$344K 0.01%
17,520
+7,926
1007
$344K 0.01%
+12,528
1008
$342K 0.01%
13,847
+4,659
1009
$342K 0.01%
7,916
+1,390
1010
$339K 0.01%
883
-104
1011
$338K 0.01%
14,383
+1,364
1012
$338K 0.01%
12,356
+8,526
1013
$336K 0.01%
5,700
+4,341
1014
$336K 0.01%
21,908
+13,000
1015
$336K 0.01%
6,206
+3,304
1016
$335K 0.01%
1,681
+164
1017
$335K 0.01%
9,221
+5,150
1018
$334K 0.01%
28,969
+12,609
1019
$333K 0.01%
+12,847
1020
$333K 0.01%
+68,146
1021
$333K 0.01%
6,389
+3,984
1022
$333K 0.01%
2,567
+1,117
1023
$332K 0.01%
4,362
+2,182
1024
$332K 0.01%
12,578
+8,622
1025
$332K 0.01%
+7,594
39 40
41
42 43