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
2001
$62K ﹤0.01%
364
+327
2002
$62K ﹤0.01%
+1,309
2003
$61K ﹤0.01%
372
+238
2004
$61K ﹤0.01%
2,416
2005
$61K ﹤0.01%
1,306
+689
2006
$61K ﹤0.01%
660
+1
2007
$61K ﹤0.01%
244
+234
2008
$61K ﹤0.01%
1,413
+768
2009
$61K ﹤0.01%
1,776
+486
2010
$61K ﹤0.01%
+1,775
2011
$61K ﹤0.01%
1,984
+1,884
2012
$61K ﹤0.01%
1,512
+1,414
2013
$61K ﹤0.01%
4,942
+3,637
2014
$61K ﹤0.01%
+3,300
2015
$60K ﹤0.01%
+4,845
2016
$60K ﹤0.01%
+2,676
2017
$60K ﹤0.01%
1,222
+301
2018
$60K ﹤0.01%
1,787
+1,722
2019
$60K ﹤0.01%
1,952
+1,887
2020
$60K ﹤0.01%
1,284
+789
2021
$60K ﹤0.01%
1,245
+753
2022
$60K ﹤0.01%
1,564
+1,514
2023
$60K ﹤0.01%
4,182
-44
2024
$60K ﹤0.01%
1,244
-173
2025
$60K ﹤0.01%
2,342
+2,232
79 80
81
82 83