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
1451
$150K ﹤0.01%
5,241
+3,588
1452
$149K ﹤0.01%
+10,489
1453
$149K ﹤0.01%
6,856
+5,827
1454
$149K ﹤0.01%
7,036
+4,059
1455
$149K ﹤0.01%
6,191
+5,400
1456
$148K ﹤0.01%
2,407
-1,559
1457
$148K ﹤0.01%
1,063
+867
1458
$148K ﹤0.01%
2,583
+2,538
1459
$148K ﹤0.01%
+5,909
1460
$147K ﹤0.01%
4,588
+3,684
1461
$147K ﹤0.01%
+5,879
1462
$147K ﹤0.01%
1,855
+1,766
1463
$147K ﹤0.01%
13,853
+6,996
1464
$146K ﹤0.01%
2,296
+313
1465
$146K ﹤0.01%
2,249
+467
1466
$146K ﹤0.01%
1,534
-236
1467
$146K ﹤0.01%
5,951
+5,047
1468
$145K ﹤0.01%
+5,205
1469
$145K ﹤0.01%
1,633
+1,293
1470
$145K ﹤0.01%
4,181
-4,043
1471
$145K ﹤0.01%
5,226
+2,632
1472
$145K ﹤0.01%
+8,160
1473
$144K ﹤0.01%
398
+395
1474
$144K ﹤0.01%
957
-787
1475
$143K ﹤0.01%
2,487
+497
57 58
59
60 61