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
1351
$173K 0.01%
7,646
+4,507
1352
$173K 0.01%
+33
1353
$173K 0.01%
4,704
+4,258
1354
$173K 0.01%
4,623
+98
1355
$173K 0.01%
7,097
-5,658
1356
$173K 0.01%
833
+803
1357
$172K 0.01%
+8,682
1358
$172K 0.01%
4,100
+3,475
1359
$172K 0.01%
3,351
+2,188
1360
$172K 0.01%
4,431
+621
1361
$171K 0.01%
8,449
+7,663
1362
$171K 0.01%
4,752
+3,167
1363
$171K 0.01%
4,960
+2,509
1364
$171K 0.01%
6,543
+553
1365
$171K 0.01%
3,314
+2,852
1366
$170K 0.01%
13,583
+11,163
1367
$170K 0.01%
+6,750
1368
$170K 0.01%
1,718
+235
1369
$170K 0.01%
6,045
+4,660
1370
$169K 0.01%
3,420
+740
1371
$169K 0.01%
3,520
+3,112
1372
$169K 0.01%
1,142
+308
1373
$169K 0.01%
4,844
-35
1374
$169K 0.01%
21,402
+14,945
1375
$168K 0.01%
1,746
+777
53 54
55
56 57