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
1201
$232K 0.01%
+3,968
1202
$232K 0.01%
1,908
+1,283
1203
$230K 0.01%
8,875
+6,907
1204
$230K 0.01%
4,564
+4,336
1205
$229K 0.01%
13,986
+9,994
1206
$229K 0.01%
18,467
+18,067
1207
$229K 0.01%
4,577
+3,091
1208
$228K 0.01%
+15,768
1209
$226K 0.01%
7,549
+4,804
1210
$226K 0.01%
+7,447
1211
$225K 0.01%
+2,321
1212
$225K 0.01%
10,251
+10,250
1213
$225K 0.01%
7,484
+7,169
1214
$225K 0.01%
5,006
+4,806
1215
$225K 0.01%
2,748
+684
1216
$225K 0.01%
2,727
+582
1217
$224K 0.01%
3,496
+3,014
1218
$223K 0.01%
9,066
+5,692
1219
$223K 0.01%
10,745
+1,670
1220
$223K 0.01%
6,840
+3,691
1221
$222K 0.01%
1,990
+1,038
1222
$222K 0.01%
5,167
+4,295
1223
$222K 0.01%
4,601
+1,493
1224
$222K 0.01%
3,398
+1,531
1225
$221K 0.01%
4,024
+2,455
47 48
49
50 51