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
1776
$87K ﹤0.01%
+7,729
1777
$87K ﹤0.01%
1,578
+181
1778
$87K ﹤0.01%
4,469
1779
$87K ﹤0.01%
3,036
+1,012
1780
$87K ﹤0.01%
25,000
1781
$87K ﹤0.01%
+6,633
1782
$87K ﹤0.01%
2,170
+1,356
1783
$87K ﹤0.01%
+5,500
1784
$87K ﹤0.01%
593
-160
1785
$86K ﹤0.01%
3,406
+888
1786
$86K ﹤0.01%
+3,078
1787
$86K ﹤0.01%
+3,151
1788
$86K ﹤0.01%
+807
1789
$86K ﹤0.01%
+7,188
1790
$86K ﹤0.01%
4,857
+2,346
1791
$86K ﹤0.01%
2,594
+2,356
1792
$86K ﹤0.01%
+3,600
1793
$86K ﹤0.01%
9,538
+8,075
1794
$86K ﹤0.01%
4,405
+2,140
1795
$86K ﹤0.01%
911
+748
1796
$86K ﹤0.01%
733
-3,359
1797
$86K ﹤0.01%
1,158
+1,046
1798
$86K ﹤0.01%
+2,001
1799
$86K ﹤0.01%
1,445
+163
1800
$85K ﹤0.01%
+3,377
70 71
72
73 74