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
1401
$163K 0.01%
+12,811
1402
$162K 0.01%
1,898
+1,295
1403
$162K 0.01%
+156,600
1404
$161K 0.01%
897
+696
1405
$161K 0.01%
7,026
+6,393
1406
$161K 0.01%
5,785
+3,279
1407
$160K 0.01%
+12,015
1408
$160K 0.01%
+2,455
1409
$160K 0.01%
1,721
+1,630
1410
$160K 0.01%
4,153
+3,967
1411
$160K 0.01%
1,344
+944
1412
$160K 0.01%
978
+487
1413
$160K 0.01%
5,398
+3,415
1414
$160K 0.01%
2,141
+1,724
1415
$159K 0.01%
1,324
+665
1416
$159K 0.01%
9,121
+4,489
1417
$158K 0.01%
+3,026
1418
$158K 0.01%
6,646
+5,576
1419
$158K 0.01%
2,492
+1,308
1420
$157K 0.01%
3,297
+3,276
1421
$157K 0.01%
1,784
+1,396
1422
$157K 0.01%
5,810
+4,642
1423
$157K 0.01%
872
+474
1424
$156K 0.01%
776
+647
1425
$156K 0.01%
+4,903
55 56
57
58 59