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
1426
$155K 0.01%
4,474
+4,459
1427
$155K 0.01%
5,332
+738
1428
$155K 0.01%
3,411
+1,781
1429
$155K 0.01%
+6,808
1430
$155K 0.01%
3,005
+350
1431
$155K 0.01%
1,508
+1,237
1432
$155K 0.01%
1,143
+751
1433
$154K ﹤0.01%
6,183
+580
1434
$154K ﹤0.01%
5,199
+4,619
1435
$154K ﹤0.01%
4,900
+4,033
1436
$154K ﹤0.01%
+6,652
1437
$154K ﹤0.01%
6,072
+5,943
1438
$154K ﹤0.01%
7,402
+3,492
1439
$154K ﹤0.01%
5,027
+4,946
1440
$153K ﹤0.01%
990
+545
1441
$153K ﹤0.01%
4,673
+2,313
1442
$153K ﹤0.01%
2,907
+891
1443
$153K ﹤0.01%
1,850
+1,510
1444
$153K ﹤0.01%
+4,913
1445
$153K ﹤0.01%
749
+257
1446
$152K ﹤0.01%
2,935
+573
1447
$152K ﹤0.01%
+17,926
1448
$152K ﹤0.01%
5,376
+4,776
1449
$151K ﹤0.01%
2,369
+1,885
1450
$150K ﹤0.01%
1,799
+411
56 57
58
59 60