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
1651
$106K ﹤0.01%
+4,175
1652
$106K ﹤0.01%
8,919
+5,984
1653
$105K ﹤0.01%
1,061
+508
1654
$105K ﹤0.01%
8,861
+6,466
1655
$105K ﹤0.01%
+3,772
1656
$105K ﹤0.01%
772
+576
1657
$105K ﹤0.01%
2,835
+1,939
1658
$105K ﹤0.01%
+9,125
1659
$104K ﹤0.01%
+6,754
1660
$104K ﹤0.01%
+1,323
1661
$104K ﹤0.01%
+8,711
1662
$104K ﹤0.01%
2,740
+1,953
1663
$104K ﹤0.01%
+8,428
1664
$104K ﹤0.01%
1,934
+1,644
1665
$104K ﹤0.01%
6,433
+4,419
1666
$103K ﹤0.01%
+1,139
1667
$103K ﹤0.01%
+1,667
1668
$103K ﹤0.01%
2,637
+495
1669
$103K ﹤0.01%
+16,816
1670
$103K ﹤0.01%
4,192
+1,434
1671
$103K ﹤0.01%
+1,010
1672
$103K ﹤0.01%
1,059
+709
1673
$103K ﹤0.01%
1,600
+412
1674
$103K ﹤0.01%
+1,967
1675
$102K ﹤0.01%
+8,492
65 66
67
68 69