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
1826
$81K ﹤0.01%
+2,730
1827
$81K ﹤0.01%
3,017
+1,776
1828
$81K ﹤0.01%
3,179
+2,969
1829
$81K ﹤0.01%
3,596
+795
1830
$80K ﹤0.01%
+4,600
1831
$80K ﹤0.01%
50,000
+5,000
1832
$80K ﹤0.01%
854
+577
1833
$80K ﹤0.01%
11,395
+11,338
1834
$80K ﹤0.01%
3,184
+1,919
1835
$80K ﹤0.01%
1,350
+1,041
1836
$79K ﹤0.01%
1,490
+490
1837
$79K ﹤0.01%
+4,573
1838
$79K ﹤0.01%
1,271
+515
1839
$79K ﹤0.01%
1,112
-242
1840
$79K ﹤0.01%
27,412
1841
$79K ﹤0.01%
1,289
+1,039
1842
$79K ﹤0.01%
718
+34
1843
$79K ﹤0.01%
+694
1844
$79K ﹤0.01%
5,522
+4,162
1845
$79K ﹤0.01%
+7,400
1846
$79K ﹤0.01%
8,200
+3,200
1847
$79K ﹤0.01%
20,607
+10,115
1848
$79K ﹤0.01%
424
+303
1849
$79K ﹤0.01%
1,767
+817
1850
$79K ﹤0.01%
+5,526
72 73
74
75 76