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
1726
$93K ﹤0.01%
3,915
+3,067
1727
$93K ﹤0.01%
+4,846
1728
$93K ﹤0.01%
1,486
+376
1729
$93K ﹤0.01%
1,466
+678
1730
$93K ﹤0.01%
4,135
+2,771
1731
$92K ﹤0.01%
+2,788
1732
$92K ﹤0.01%
1,000
+809
1733
$92K ﹤0.01%
2,158
+1,004
1734
$92K ﹤0.01%
3,367
+543
1735
$92K ﹤0.01%
1,181
+411
1736
$92K ﹤0.01%
+4,139
1737
$92K ﹤0.01%
723
-19,824
1738
$92K ﹤0.01%
1,239
+409
1739
$92K ﹤0.01%
1,428
+526
1740
$92K ﹤0.01%
4,547
+3,227
1741
$91K ﹤0.01%
+11,004
1742
$91K ﹤0.01%
720
+386
1743
$91K ﹤0.01%
+7,500
1744
$91K ﹤0.01%
1,600
+1,251
1745
$91K ﹤0.01%
2,558
1746
$91K ﹤0.01%
947
+533
1747
$91K ﹤0.01%
3,543
+3,490
1748
$91K ﹤0.01%
1,238
+38
1749
$91K ﹤0.01%
2,454
+408
1750
$91K ﹤0.01%
3,967
+2,950
68 69
70
71 72