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
1751
$90K ﹤0.01%
431
+392
1752
$90K ﹤0.01%
+7,265
1753
$90K ﹤0.01%
303
+87
1754
$90K ﹤0.01%
1,516
+604
1755
$90K ﹤0.01%
+4,619
1756
$90K ﹤0.01%
+1,407
1757
$90K ﹤0.01%
+3,257
1758
$90K ﹤0.01%
1,348
+1,148
1759
$89K ﹤0.01%
2,213
+525
1760
$89K ﹤0.01%
1,727
+220
1761
$89K ﹤0.01%
1,770
+1,277
1762
$89K ﹤0.01%
14,863
+13,197
1763
$89K ﹤0.01%
3,042
-4,140
1764
$89K ﹤0.01%
3,095
-2,359
1765
$89K ﹤0.01%
493
+222
1766
$89K ﹤0.01%
981
+94
1767
$89K ﹤0.01%
2,536
-198
1768
$89K ﹤0.01%
323
+60
1769
$88K ﹤0.01%
+3,806
1770
$88K ﹤0.01%
1,680
+592
1771
$88K ﹤0.01%
2,398
+1,598
1772
$88K ﹤0.01%
+7,600
1773
$88K ﹤0.01%
2,082
+1,741
1774
$88K ﹤0.01%
1,813
+1,803
1775
$88K ﹤0.01%
348
-109
69 70
71
72 73