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
1901
$72K ﹤0.01%
+1,000
1902
$72K ﹤0.01%
1,594
+1,432
1903
$72K ﹤0.01%
3,662
+2,612
1904
$72K ﹤0.01%
+1,444
1905
$72K ﹤0.01%
2,610
-100
1906
$72K ﹤0.01%
400
+267
1907
$72K ﹤0.01%
+3,301
1908
$72K ﹤0.01%
498
+289
1909
$72K ﹤0.01%
+2,815
1910
$71K ﹤0.01%
+1,685
1911
$71K ﹤0.01%
2,095
+1,785
1912
$71K ﹤0.01%
+5,482
1913
$71K ﹤0.01%
1,533
-131
1914
$71K ﹤0.01%
2,235
+1,835
1915
$71K ﹤0.01%
176
+75
1916
$71K ﹤0.01%
+1,172
1917
$71K ﹤0.01%
2,225
+2,194
1918
$71K ﹤0.01%
2,286
+1,959
1919
$71K ﹤0.01%
549
+534
1920
$70K ﹤0.01%
+7,943
1921
$70K ﹤0.01%
+1,400
1922
$70K ﹤0.01%
1,198
-2,162
1923
$70K ﹤0.01%
2,064
+1,897
1924
$70K ﹤0.01%
+4,098
1925
$70K ﹤0.01%
2,846
+1,126
75 76
77
78 79