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
1876
$76K ﹤0.01%
+2,174
1877
$76K ﹤0.01%
585
+581
1878
$76K ﹤0.01%
475
+437
1879
$75K ﹤0.01%
2,688
+216
1880
$75K ﹤0.01%
+60
1881
$75K ﹤0.01%
+1,304
1882
$75K ﹤0.01%
1,657
+197
1883
$75K ﹤0.01%
2,531
+2,188
1884
$75K ﹤0.01%
+2,960
1885
$75K ﹤0.01%
+13,363
1886
$75K ﹤0.01%
1,437
-1,541
1887
$74K ﹤0.01%
1,627
+1,126
1888
$74K ﹤0.01%
3,719
+2,219
1889
$74K ﹤0.01%
818
+747
1890
$74K ﹤0.01%
+1,160
1891
$74K ﹤0.01%
+4,007
1892
$74K ﹤0.01%
+5,506
1893
$74K ﹤0.01%
1,226
+208
1894
$74K ﹤0.01%
373
-162
1895
$74K ﹤0.01%
123
+37
1896
$73K ﹤0.01%
1,026
+1,024
1897
$73K ﹤0.01%
2,605
+2,345
1898
$73K ﹤0.01%
+1,384
1899
$73K ﹤0.01%
+2,453
1900
$73K ﹤0.01%
+920
74 75
76
77 78