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
1051
$310K 0.01%
4,973
+1,158
1052
$310K 0.01%
2,702
+536
1053
$310K 0.01%
6,151
+1,873
1054
$310K 0.01%
12,276
-2,214
1055
$310K 0.01%
+13,901
1056
$309K 0.01%
4,386
+3,411
1057
$309K 0.01%
12,578
+8,083
1058
$309K 0.01%
7,806
+6,899
1059
$308K 0.01%
+6,380
1060
$308K 0.01%
5,855
+327
1061
$307K 0.01%
7,962
+5,003
1062
$306K 0.01%
6,727
+5,206
1063
$305K 0.01%
2,039
+1,406
1064
$305K 0.01%
9,909
+4,125
1065
$304K 0.01%
22,267
+17,687
1066
$303K 0.01%
7,723
+7,713
1067
$302K 0.01%
6,043
+1,664
1068
$302K 0.01%
11,437
+8,742
1069
$302K 0.01%
+25,971
1070
$302K 0.01%
12,423
+10,989
1071
$301K 0.01%
10,601
+2,352
1072
$300K 0.01%
1,996
-1,950
1073
$300K 0.01%
12,404
+1,669
1074
$300K 0.01%
9,622
+4,986
1075
$300K 0.01%
5,247
+5,118
41 42
43
44 45