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
1701
$97K ﹤0.01%
3,512
+3,494
1702
$97K ﹤0.01%
4,219
+3,870
1703
$96K ﹤0.01%
+3,864
1704
$96K ﹤0.01%
3,026
+2,551
1705
$96K ﹤0.01%
1,014
-22
1706
$96K ﹤0.01%
985
-424
1707
$96K ﹤0.01%
2,272
+1,841
1708
$96K ﹤0.01%
3,465
+3,039
1709
$96K ﹤0.01%
+214,000
1710
$96K ﹤0.01%
2,207
+1,134
1711
$95K ﹤0.01%
+4,331
1712
$95K ﹤0.01%
+3,280
1713
$95K ﹤0.01%
+7,229
1714
$95K ﹤0.01%
2,355
+9
1715
$95K ﹤0.01%
+4,700
1716
$95K ﹤0.01%
863
+826
1717
$95K ﹤0.01%
1,992
+1,673
1718
$94K ﹤0.01%
9,823
+992
1719
$94K ﹤0.01%
+1,855
1720
$94K ﹤0.01%
3,601
+631
1721
$94K ﹤0.01%
2,068
1722
$94K ﹤0.01%
963
+873
1723
$94K ﹤0.01%
5,296
+4,696
1724
$93K ﹤0.01%
1,368
+797
1725
$93K ﹤0.01%
740
+363
67 68
69
70 71