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
1126
$273K 0.01%
10,332
+1,841
1127
$273K 0.01%
53,371
+45,510
1128
$272K 0.01%
11,863
+7,724
1129
$272K 0.01%
7,487
+3,661
1130
$272K 0.01%
12,501
+3,428
1131
$271K 0.01%
5,265
-911
1132
$270K 0.01%
+11,730
1133
$270K 0.01%
+10,715
1134
$269K 0.01%
4,304
-6,334
1135
$269K 0.01%
10,325
+2,485
1136
$269K 0.01%
3,225
+1,271
1137
$268K 0.01%
7,485
+1,790
1138
$267K 0.01%
23,789
+2,307
1139
$266K 0.01%
9,594
+2,505
1140
$266K 0.01%
13,653
+12,053
1141
$265K 0.01%
2,744
+2,205
1142
$264K 0.01%
10,378
+8,583
1143
$264K 0.01%
5,260
+70
1144
$262K 0.01%
1,097
+540
1145
$262K 0.01%
2,790
+2,314
1146
$262K 0.01%
3,786
+2,136
1147
$261K 0.01%
7,269
+2,547
1148
$261K 0.01%
11,360
-16
1149
$261K 0.01%
13,290
-14,570
1150
$259K 0.01%
4,139
+2,800
44 45
46
47 48