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
1526
$130K ﹤0.01%
617
+84
1527
$130K ﹤0.01%
6,507
+5,757
1528
$130K ﹤0.01%
6,000
+5,000
1529
$130K ﹤0.01%
2,150
+1,497
1530
$129K ﹤0.01%
3,746
+1,720
1531
$129K ﹤0.01%
+3,619
1532
$129K ﹤0.01%
+2,528
1533
$129K ﹤0.01%
3,111
+3,103
1534
$129K ﹤0.01%
11,187
+8,320
1535
$128K ﹤0.01%
886
+143
1536
$128K ﹤0.01%
1,353
+316
1537
$127K ﹤0.01%
2,086
+1,893
1538
$127K ﹤0.01%
1,046
+284
1539
$127K ﹤0.01%
3,627
-440
1540
$126K ﹤0.01%
6,803
+4,885
1541
$125K ﹤0.01%
11,049
+7,474
1542
$125K ﹤0.01%
3,797
+3,045
1543
$125K ﹤0.01%
3,033
+507
1544
$125K ﹤0.01%
3,484
+2,044
1545
$124K ﹤0.01%
491
+352
1546
$124K ﹤0.01%
+3,830
1547
$124K ﹤0.01%
+2,488
1548
$124K ﹤0.01%
3,626
+2,636
1549
$124K ﹤0.01%
2,296
+708
1550
$124K ﹤0.01%
2,511
+1,352
60 61
62
63 64