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
1626
$110K ﹤0.01%
3,487
-4,637
1627
$110K ﹤0.01%
3,207
+2,853
1628
$110K ﹤0.01%
568
+417
1629
$109K ﹤0.01%
+8,383
1630
$109K ﹤0.01%
810
+225
1631
$109K ﹤0.01%
2,551
+2,175
1632
$109K ﹤0.01%
8,641
+1,982
1633
$108K ﹤0.01%
+3,712
1634
$108K ﹤0.01%
3,593
+1,319
1635
$108K ﹤0.01%
+1,902
1636
$108K ﹤0.01%
123
-57
1637
$108K ﹤0.01%
2,875
+1,898
1638
$108K ﹤0.01%
+3,155
1639
$107K ﹤0.01%
5,395
-809
1640
$107K ﹤0.01%
4,316
+4,145
1641
$107K ﹤0.01%
+4,190
1642
$107K ﹤0.01%
+4,988
1643
$107K ﹤0.01%
4,212
-3,334
1644
$107K ﹤0.01%
12,509
+12,410
1645
$107K ﹤0.01%
3,258
+1,378
1646
$106K ﹤0.01%
995
+184
1647
$106K ﹤0.01%
+1,600
1648
$106K ﹤0.01%
+3,125
1649
$106K ﹤0.01%
+8,549
1650
$106K ﹤0.01%
+6,857
64 65
66
67 68