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
1576
$120K ﹤0.01%
3,531
+1,331
1577
$120K ﹤0.01%
3,789
+2,942
1578
$119K ﹤0.01%
4,602
+3,718
1579
$119K ﹤0.01%
5,056
+971
1580
$119K ﹤0.01%
19,568
+3,568
1581
$119K ﹤0.01%
2,443
-2,609
1582
$118K ﹤0.01%
2,940
-900
1583
$118K ﹤0.01%
+4,755
1584
$118K ﹤0.01%
1,365
+1,096
1585
$118K ﹤0.01%
3,539
+3,297
1586
$118K ﹤0.01%
5,523
+4,300
1587
$117K ﹤0.01%
4,617
-95
1588
$117K ﹤0.01%
1,618
+1,487
1589
$117K ﹤0.01%
1,065
+25
1590
$117K ﹤0.01%
+3,040
1591
$116K ﹤0.01%
1,906
+1,336
1592
$116K ﹤0.01%
3,433
+326
1593
$116K ﹤0.01%
3,699
+2,128
1594
$116K ﹤0.01%
13,631
+5,636
1595
$116K ﹤0.01%
1,651
+1,235
1596
$116K ﹤0.01%
+5,140
1597
$115K ﹤0.01%
2,314
+330
1598
$115K ﹤0.01%
3,856
+44
1599
$115K ﹤0.01%
7,177
+4,830
1600
$115K ﹤0.01%
+4,858
62 63
64
65 66