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
1151
$258K 0.01%
+8,586
1152
$258K 0.01%
+7,130
1153
$258K 0.01%
2,275
+1,413
1154
$257K 0.01%
+1,358
1155
$256K 0.01%
2,367
+2,356
1156
$256K 0.01%
6,728
+3,750
1157
$256K 0.01%
16,153
+10,185
1158
$256K 0.01%
6,511
+3,747
1159
$254K 0.01%
2,326
-9,123
1160
$254K 0.01%
5,056
+4,644
1161
$254K 0.01%
4,113
+1,779
1162
$254K 0.01%
+12,841
1163
$253K 0.01%
5,030
+4,632
1164
$253K 0.01%
+21,150
1165
$253K 0.01%
10,219
+1,733
1166
$252K 0.01%
+5,825
1167
$252K 0.01%
6,531
+6,399
1168
$252K 0.01%
+9,700
1169
$251K 0.01%
3,895
+3,865
1170
$248K 0.01%
3,694
+2,963
1171
$248K 0.01%
1,710
+1,399
1172
$245K 0.01%
7,282
+2,069
1173
$244K 0.01%
3,030
+1,785
1174
$243K 0.01%
5,323
+4,898
1175
$243K 0.01%
4,389
+2,826
45 46
47
48 49