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
2101
$55K ﹤0.01%
1,842
+981
2102
$55K ﹤0.01%
2,200
+1,200
2103
$55K ﹤0.01%
1,435
+735
2104
$55K ﹤0.01%
+1,250
2105
$54K ﹤0.01%
+631
2106
$54K ﹤0.01%
1,435
+1,380
2107
$54K ﹤0.01%
+775
2108
$54K ﹤0.01%
466
+437
2109
$54K ﹤0.01%
1,612
+1,235
2110
$54K ﹤0.01%
1,672
-6,048
2111
$54K ﹤0.01%
+272
2112
$54K ﹤0.01%
2,282
+2,015
2113
$54K ﹤0.01%
4,263
+2,821
2114
$54K ﹤0.01%
2,248
+2,127
2115
$54K ﹤0.01%
+1,323
2116
$53K ﹤0.01%
470
+296
2117
$53K ﹤0.01%
845
+813
2118
$53K ﹤0.01%
1,516
+1,510
2119
$53K ﹤0.01%
1,138
+452
2120
$53K ﹤0.01%
1,243
+1,006
2121
$53K ﹤0.01%
+540
2122
$53K ﹤0.01%
2,073
+1,406
2123
$53K ﹤0.01%
1,045
+245
2124
$53K ﹤0.01%
905
2125
$53K ﹤0.01%
+1,051
83 84
85
86 87