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
1976
$65K ﹤0.01%
1,435
-1,499
1977
$65K ﹤0.01%
3,706
+2,236
1978
$65K ﹤0.01%
1,005
+574
1979
$65K ﹤0.01%
5,989
+2,749
1980
$65K ﹤0.01%
+869
1981
$64K ﹤0.01%
2,102
+1,623
1982
$64K ﹤0.01%
+1,141
1983
$64K ﹤0.01%
1,351
+596
1984
$64K ﹤0.01%
+1,037
1985
$64K ﹤0.01%
1,253
+1,130
1986
$64K ﹤0.01%
854
+222
1987
$64K ﹤0.01%
+1,254
1988
$64K ﹤0.01%
756
+616
1989
$64K ﹤0.01%
1,977
+1,418
1990
$64K ﹤0.01%
1,771
+1,568
1991
$64K ﹤0.01%
1,850
1992
$64K ﹤0.01%
2,146
+1,996
1993
$64K ﹤0.01%
1,381
+195
1994
$63K ﹤0.01%
+2,500
1995
$63K ﹤0.01%
1,653
+725
1996
$63K ﹤0.01%
520
+500
1997
$63K ﹤0.01%
2,110
+153
1998
$63K ﹤0.01%
4,030
+565
1999
$62K ﹤0.01%
1,789
+264
2000
$62K ﹤0.01%
526
+91
78 79
80
81 82