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
2126
$53K ﹤0.01%
31,981
+31,429
2127
$53K ﹤0.01%
+923
2128
$53K ﹤0.01%
2,027
+1,500
2129
$53K ﹤0.01%
437
+4
2130
$53K ﹤0.01%
1,162
+907
2131
$53K ﹤0.01%
+3,300
2132
$53K ﹤0.01%
841
+441
2133
$53K ﹤0.01%
+690
2134
$52K ﹤0.01%
1,983
+862
2135
$52K ﹤0.01%
2,000
2136
$52K ﹤0.01%
642
+559
2137
$52K ﹤0.01%
+1,021
2138
$52K ﹤0.01%
879
+733
2139
$52K ﹤0.01%
6,033
+2,151
2140
$52K ﹤0.01%
1,727
+1,694
2141
$52K ﹤0.01%
2,500
+1,250
2142
$52K ﹤0.01%
433
+411
2143
$52K ﹤0.01%
720
+651
2144
$52K ﹤0.01%
2,144
2145
$52K ﹤0.01%
+3,186
2146
$52K ﹤0.01%
742
+676
2147
$52K ﹤0.01%
3,790
+1,040
2148
$52K ﹤0.01%
3,239
+2,990
2149
$52K ﹤0.01%
+7,200
2150
$52K ﹤0.01%
+1,609
84 85
86
87 88