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
1676
$102K ﹤0.01%
+8,047
1677
$102K ﹤0.01%
+150
1678
$102K ﹤0.01%
3,964
+700
1679
$102K ﹤0.01%
2,633
+2,150
1680
$102K ﹤0.01%
2,063
-200
1681
$101K ﹤0.01%
6,861
-2,614
1682
$101K ﹤0.01%
1,232
+898
1683
$101K ﹤0.01%
+3,877
1684
$100K ﹤0.01%
5,945
-580
1685
$100K ﹤0.01%
+4,000
1686
$100K ﹤0.01%
+27
1687
$100K ﹤0.01%
1,553
+1,428
1688
$100K ﹤0.01%
2,426
+1,538
1689
$100K ﹤0.01%
318
-4
1690
$99K ﹤0.01%
38,170
+25,000
1691
$99K ﹤0.01%
1,453
+88
1692
$99K ﹤0.01%
621
+463
1693
$99K ﹤0.01%
10,671
+9,866
1694
$98K ﹤0.01%
+8,213
1695
$98K ﹤0.01%
2,503
+2,261
1696
$98K ﹤0.01%
+3,181
1697
$98K ﹤0.01%
180
-15
1698
$98K ﹤0.01%
+2,746
1699
$97K ﹤0.01%
1,245
+1,005
1700
$97K ﹤0.01%
723
+719
66 67
68
69 70