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
1926
$70K ﹤0.01%
2,661
+751
1927
$69K ﹤0.01%
4,449
+3,198
1928
$69K ﹤0.01%
656
+264
1929
$69K ﹤0.01%
+5,593
1930
$69K ﹤0.01%
2,211
+127
1931
$69K ﹤0.01%
1,087
+720
1932
$69K ﹤0.01%
+9,225
1933
$69K ﹤0.01%
5,018
+1,584
1934
$69K ﹤0.01%
2,645
+2,191
1935
$69K ﹤0.01%
511
+322
1936
$69K ﹤0.01%
+15,750
1937
$69K ﹤0.01%
3,432
-303
1938
$69K ﹤0.01%
+1,000
1939
$68K ﹤0.01%
+972
1940
$68K ﹤0.01%
+1,061
1941
$68K ﹤0.01%
1,221
+524
1942
$68K ﹤0.01%
+1,079
1943
$68K ﹤0.01%
2,241
+1,500
1944
$68K ﹤0.01%
4,398
+3,159
1945
$67K ﹤0.01%
+4,692
1946
$67K ﹤0.01%
695
+80
1947
$67K ﹤0.01%
+550
1948
$67K ﹤0.01%
1,370
-1,430
1949
$67K ﹤0.01%
+2,724
1950
$67K ﹤0.01%
+4,331
76 77
78
79 80