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
1951
$67K ﹤0.01%
+594
1952
$67K ﹤0.01%
2,127
+10
1953
$67K ﹤0.01%
2,945
+1,990
1954
$67K ﹤0.01%
2,345
+344
1955
$67K ﹤0.01%
877
+677
1956
$67K ﹤0.01%
+3,250
1957
$67K ﹤0.01%
+3,214
1958
$67K ﹤0.01%
10,000
1959
$67K ﹤0.01%
1,017
-2,245
1960
$66K ﹤0.01%
1,322
+319
1961
$66K ﹤0.01%
1,578
+145
1962
$66K ﹤0.01%
1,439
+1,413
1963
$66K ﹤0.01%
6,521
+1,847
1964
$66K ﹤0.01%
2,528
+144
1965
$66K ﹤0.01%
6,549
+1,716
1966
$66K ﹤0.01%
463
-212
1967
$66K ﹤0.01%
1,598
+1,498
1968
$66K ﹤0.01%
+4,516
1969
$66K ﹤0.01%
1,716
+1,445
1970
$66K ﹤0.01%
412
+88
1971
$66K ﹤0.01%
1,458
+234
1972
$66K ﹤0.01%
648
+617
1973
$65K ﹤0.01%
1,912
+1,012
1974
$65K ﹤0.01%
13,011
+1,511
1975
$65K ﹤0.01%
3,274
+3,228
77 78
79
80 81