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
1601
$114K ﹤0.01%
1,324
+691
1602
$113K ﹤0.01%
+1,448
1603
$113K ﹤0.01%
+4,647
1604
$113K ﹤0.01%
1,601
+1,004
1605
$113K ﹤0.01%
1,706
+198
1606
$113K ﹤0.01%
1,655
+331
1607
$113K ﹤0.01%
+3,195
1608
$112K ﹤0.01%
+7,000
1609
$112K ﹤0.01%
5,440
+5,340
1610
$112K ﹤0.01%
3,075
+1,949
1611
$112K ﹤0.01%
2,829
+2,071
1612
$112K ﹤0.01%
6,584
+3,084
1613
$112K ﹤0.01%
1,895
+30
1614
$112K ﹤0.01%
764
+576
1615
$112K ﹤0.01%
1,837
+1,034
1616
$112K ﹤0.01%
5,382
+5,000
1617
$111K ﹤0.01%
2,067
+1,321
1618
$111K ﹤0.01%
+8,840
1619
$111K ﹤0.01%
2,254
1620
$111K ﹤0.01%
855
+432
1621
$111K ﹤0.01%
4,534
+252
1622
$110K ﹤0.01%
12,037
+6,392
1623
$110K ﹤0.01%
3,611
+1,995
1624
$110K ﹤0.01%
238
+73
1625
$110K ﹤0.01%
6,336
+6,206
63 64
65
66 67