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
2051
$58K ﹤0.01%
+4,474
2052
$58K ﹤0.01%
939
-8,736
2053
$58K ﹤0.01%
+1,513
2054
$58K ﹤0.01%
1,548
+843
2055
$58K ﹤0.01%
893
+405
2056
$58K ﹤0.01%
+12,696
2057
$58K ﹤0.01%
1,255
+655
2058
$58K ﹤0.01%
889
+663
2059
$58K ﹤0.01%
2,105
+327
2060
$58K ﹤0.01%
315
+57
2061
$57K ﹤0.01%
+1,220
2062
$57K ﹤0.01%
1,312
+1,077
2063
$57K ﹤0.01%
+3,551
2064
$57K ﹤0.01%
+1,754
2065
$57K ﹤0.01%
+1,869
2066
$57K ﹤0.01%
+7,084
2067
$57K ﹤0.01%
1,982
-2,835
2068
$57K ﹤0.01%
648
-629
2069
$57K ﹤0.01%
1,161
+911
2070
$57K ﹤0.01%
+6,500
2071
$57K ﹤0.01%
1,147
+342
2072
$57K ﹤0.01%
1,117
-647
2073
$56K ﹤0.01%
+1,794
2074
$56K ﹤0.01%
+377
2075
$56K ﹤0.01%
1,547
-552
81 82
83
84 85