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
2151
$52K ﹤0.01%
82
+68
2152
$52K ﹤0.01%
2,111
+377
2153
$51K ﹤0.01%
2,046
+431
2154
$51K ﹤0.01%
1,443
+406
2155
$51K ﹤0.01%
+1,672
2156
$51K ﹤0.01%
1,000
+998
2157
$51K ﹤0.01%
782
+606
2158
$51K ﹤0.01%
971
+108
2159
$51K ﹤0.01%
717
+217
2160
$51K ﹤0.01%
+716
2161
$51K ﹤0.01%
1,405
+492
2162
$51K ﹤0.01%
4,526
+4,191
2163
$51K ﹤0.01%
+2,499
2164
$51K ﹤0.01%
2,402
+2,384
2165
$51K ﹤0.01%
2,052
+288
2166
$51K ﹤0.01%
1
2167
$50K ﹤0.01%
+958
2168
$50K ﹤0.01%
+915
2169
$50K ﹤0.01%
878
+670
2170
$50K ﹤0.01%
+1,230
2171
$50K ﹤0.01%
1,414
+1,278
2172
$50K ﹤0.01%
1,404
+726
2173
$50K ﹤0.01%
+2,310
2174
$50K ﹤0.01%
664
-139
2175
$50K ﹤0.01%
1,536
+265
85 86
87
88 89