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
1476
$143K ﹤0.01%
5,747
+4,330
1477
$143K ﹤0.01%
2,422
+1,570
1478
$143K ﹤0.01%
+4,151
1479
$143K ﹤0.01%
+7,154
1480
$142K ﹤0.01%
3,306
+2,941
1481
$142K ﹤0.01%
27,759
+13,777
1482
$141K ﹤0.01%
2,452
+2,360
1483
$141K ﹤0.01%
1,908
-1,357
1484
$140K ﹤0.01%
+3,391
1485
$140K ﹤0.01%
2,147
+1,868
1486
$140K ﹤0.01%
2,483
+1,560
1487
$139K ﹤0.01%
2,172
+1,229
1488
$138K ﹤0.01%
2,497
+377
1489
$138K ﹤0.01%
4,411
+4,212
1490
$138K ﹤0.01%
+12,167
1491
$138K ﹤0.01%
2,273
+1,577
1492
$137K ﹤0.01%
2,122
+2,017
1493
$137K ﹤0.01%
+1,020
1494
$137K ﹤0.01%
3,822
+2,654
1495
$136K ﹤0.01%
17,935
+12,950
1496
$136K ﹤0.01%
+2,946
1497
$136K ﹤0.01%
3,817
+1,523
1498
$135K ﹤0.01%
2,472
+2,032
1499
$135K ﹤0.01%
6,336
+5,161
1500
$135K ﹤0.01%
4,704
+3,990
58 59
60
61 62