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
2076
$56K ﹤0.01%
1,494
+1,409
2077
$56K ﹤0.01%
+2,232
2078
$56K ﹤0.01%
+830
2079
$56K ﹤0.01%
1,681
+719
2080
$56K ﹤0.01%
237
+110
2081
$56K ﹤0.01%
1,920
+969
2082
$56K ﹤0.01%
790
+667
2083
$56K ﹤0.01%
1,025
+912
2084
$56K ﹤0.01%
+150
2085
$56K ﹤0.01%
15,040
+14,740
2086
$56K ﹤0.01%
1,078
+387
2087
$56K ﹤0.01%
677
+59
2088
$56K ﹤0.01%
+1,103
2089
$56K ﹤0.01%
+1,884
2090
$56K ﹤0.01%
+3,985
2091
$56K ﹤0.01%
+83
2092
$55K ﹤0.01%
+787
2093
$55K ﹤0.01%
+3,667
2094
$55K ﹤0.01%
4,228
+2,672
2095
$55K ﹤0.01%
804
-15,674
2096
$55K ﹤0.01%
1,526
+1,490
2097
$55K ﹤0.01%
1,034
+635
2098
$55K ﹤0.01%
+1,166
2099
$55K ﹤0.01%
2,407
+1,807
2100
$55K ﹤0.01%
604
+380
82 83
84
85 86