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
1101
$285K 0.01%
5,978
+3,988
1102
$284K 0.01%
1,682
+596
1103
$284K 0.01%
+10,743
1104
$284K 0.01%
4,843
+76
1105
$283K 0.01%
1,959
+441
1106
$283K 0.01%
7,306
+4,228
1107
$283K 0.01%
10,198
+7,582
1108
$280K 0.01%
5,946
+5,767
1109
$280K 0.01%
+4,586
1110
$280K 0.01%
2,726
+2,193
1111
$279K 0.01%
3,996
+3,971
1112
$279K 0.01%
+11,042
1113
$279K 0.01%
14,890
+3,311
1114
$279K 0.01%
1,141
+920
1115
$279K 0.01%
5,789
+3,116
1116
$278K 0.01%
4,834
+4,622
1117
$278K 0.01%
3,667
+2,732
1118
$277K 0.01%
6,072
+940
1119
$277K 0.01%
3,057
+1,534
1120
$277K 0.01%
11,073
+10,035
1121
$277K 0.01%
2,948
+2,758
1122
$276K 0.01%
4,124
+2,119
1123
$276K 0.01%
805
+80
1124
$275K 0.01%
15,120
+870
1125
$274K 0.01%
2,883
+1,876
43 44
45
46 47