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
1076
$299K 0.01%
5,855
+2,091
1077
$299K 0.01%
9,655
+4,365
1078
$299K 0.01%
2,798
+2,698
1079
$298K 0.01%
3,677
+1,723
1080
$295K 0.01%
11,788
+8,536
1081
$294K 0.01%
22,300
+15,900
1082
$294K 0.01%
7,555
+7,510
1083
$293K 0.01%
33,330
+7,200
1084
$293K 0.01%
7,599
-24,583
1085
$293K 0.01%
3,774
-4,290
1086
$293K 0.01%
8,433
+3,456
1087
$293K 0.01%
6,254
+6,226
1088
$293K 0.01%
6,960
-174
1089
$292K 0.01%
9,882
+6,515
1090
$292K 0.01%
12,158
+11,919
1091
$290K 0.01%
2,778
+970
1092
$290K 0.01%
10,725
+9,542
1093
$290K 0.01%
7,489
+2,188
1094
– –
0
1095
$289K 0.01%
1,354
+1,328
1096
$288K 0.01%
11,460
+10,662
1097
$286K 0.01%
+24,326
1098
$286K 0.01%
6,754
+6,034
1099
$285K 0.01%
+13,344
1100
$285K 0.01%
17,855
+10,250
42 43
44
45 46