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
1276
$201K 0.01%
7,778
+5,098
1277
$201K 0.01%
6,584
+4,529
1278
$201K 0.01%
6,445
1279
$201K 0.01%
9,213
+7,087
1280
$199K 0.01%
1,914
+1,308
1281
$199K 0.01%
5,187
+5,123
1282
$198K 0.01%
10,872
+10,860
1283
$198K 0.01%
+14,000
1284
$197K 0.01%
982
+657
1285
$197K 0.01%
3,326
+3,160
1286
$197K 0.01%
708
+346
1287
$197K 0.01%
2,808
+2,449
1288
$196K 0.01%
+4,989
1289
$196K 0.01%
2,586
+2,168
1290
$196K 0.01%
+7,788
1291
$195K 0.01%
2,723
+759
1292
$195K 0.01%
+7,708
1293
$195K 0.01%
3,440
+2,547
1294
$195K 0.01%
4,125
+13
1295
$195K 0.01%
+8,761
1296
$195K 0.01%
1,034
+1,014
1297
$194K 0.01%
7,832
+3,023
1298
$194K 0.01%
3,555
+2,463
1299
$193K 0.01%
+3,855
1300
$193K 0.01%
1,472
+516
50 51
52
53 54