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
1251
$211K 0.01%
10,653
+3,723
1252
$211K 0.01%
4,869
+754
1253
$210K 0.01%
7,026
+4,893
1254
$210K 0.01%
11,671
-632
1255
$209K 0.01%
+15,728
1256
$209K 0.01%
9,663
-5,054
1257
$209K 0.01%
4,733
+4,143
1258
$208K 0.01%
+5,700
1259
$208K 0.01%
3,760
+2,607
1260
$208K 0.01%
3,651
-26,417
1261
$207K 0.01%
5,879
+5,685
1262
$207K 0.01%
8,270
+6,756
1263
$207K 0.01%
3,371
+3,280
1264
$207K 0.01%
+10,244
1265
$207K 0.01%
3,793
+2,254
1266
$206K 0.01%
+6,650
1267
$206K 0.01%
10,732
+5,757
1268
$206K 0.01%
8,087
+6,854
1269
$206K 0.01%
4,122
+3,610
1270
$205K 0.01%
3,188
+442
1271
$205K 0.01%
6,339
+5,595
1272
$205K 0.01%
3,663
-4,490
1273
$205K 0.01%
2,645
-1,265
1274
$202K 0.01%
8,038
+7,322
1275
$202K 0.01%
8,853
+2,685
49 50
51
52 53