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
1376
$168K 0.01%
12,210
+11,086
1377
$168K 0.01%
+5,950
1378
$168K 0.01%
5,331
-4,399
1379
$168K 0.01%
3,444
-48
1380
$168K 0.01%
718
-90
1381
$167K 0.01%
+1,394
1382
$167K 0.01%
4,530
+949
1383
$167K 0.01%
12,166
+10,729
1384
$166K 0.01%
3,333
-1,842
1385
$166K 0.01%
1,899
+295
1386
$166K 0.01%
10,982
+9,266
1387
$166K 0.01%
3,921
+2,656
1388
$166K 0.01%
3,487
1389
$165K 0.01%
2,233
+675
1390
$165K 0.01%
+1,500
1391
$165K 0.01%
2,677
+866
1392
$165K 0.01%
5,366
1393
$165K 0.01%
5,403
+1,124
1394
$164K 0.01%
5,977
+5,622
1395
$164K 0.01%
+2,304
1396
$164K 0.01%
+9,725
1397
$164K 0.01%
2,836
+1,036
1398
$164K 0.01%
2,372
+88
1399
$164K 0.01%
6,432
+170
1400
$163K 0.01%
3,275
+2,133
54 55
56
57 58