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
1301
$193K 0.01%
+3,183
1302
$192K 0.01%
+20,166
1303
$188K 0.01%
2,500
+2,100
1304
$188K 0.01%
5,022
-736
1305
$187K 0.01%
7,342
+2,218
1306
$187K 0.01%
4,049
+2,368
1307
$186K 0.01%
3,429
+2,153
1308
$186K 0.01%
7,556
+5,760
1309
$186K 0.01%
2,319
-16,396
1310
$186K 0.01%
4,570
+3,715
1311
$186K 0.01%
+4,647
1312
$186K 0.01%
3,678
+378
1313
$185K 0.01%
4,416
+4,246
1314
$185K 0.01%
+12,955
1315
$184K 0.01%
1,227
+236
1316
$184K 0.01%
+13,142
1317
$183K 0.01%
+3,671
1318
$183K 0.01%
7,256
-3,031
1319
$183K 0.01%
5,562
-30
1320
$183K 0.01%
3,642
+3,576
1321
$183K 0.01%
6,014
+5,110
1322
$182K 0.01%
+9,026
1323
$182K 0.01%
3,095
+1,139
1324
$181K 0.01%
9,393
+3,178
1325
$181K 0.01%
3,429
+2,661
51 52
53
54 55