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
1226
$220K 0.01%
4,818
+4,232
1227
$220K 0.01%
+13,890
1228
$219K 0.01%
4,489
+568
1229
$219K 0.01%
2,933
+687
1230
$218K 0.01%
5,411
+225
1231
$218K 0.01%
11,544
+8,369
1232
$217K 0.01%
2,918
+295
1233
$216K 0.01%
2,191
+1,325
1234
$216K 0.01%
2,748
+12
1235
$216K 0.01%
1,635
+169
1236
$216K 0.01%
+16,803
1237
$216K 0.01%
18,800
+10,300
1238
$214K 0.01%
5,837
+5,515
1239
$214K 0.01%
3,666
+3,174
1240
$214K 0.01%
1,521
+376
1241
$214K 0.01%
28,902
+27,921
1242
$214K 0.01%
209
+54
1243
$214K 0.01%
3,153
+2,953
1244
$213K 0.01%
4,446
+3,071
1245
$212K 0.01%
8,159
-2,260
1246
$212K 0.01%
2,994
+488
1247
$212K 0.01%
10,549
+3,919
1248
$212K 0.01%
10,036
-191
1249
$211K 0.01%
+4,915
1250
$211K 0.01%
4,058
+4,052
48 49
50
51 52