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
2201
$48K ﹤0.01%
1,278
+1,277
2202
$47K ﹤0.01%
1,785
+507
2203
$47K ﹤0.01%
790
+650
2204
$47K ﹤0.01%
974
+817
2205
$47K ﹤0.01%
1,638
+943
2206
$47K ﹤0.01%
4,157
+1,662
2207
$47K ﹤0.01%
1,666
-1,034
2208
$47K ﹤0.01%
3,600
+3,525
2209
$47K ﹤0.01%
1,056
+236
2210
$47K ﹤0.01%
1,535
+1,325
2211
$47K ﹤0.01%
1,184
+860
2212
$46K ﹤0.01%
+1,450
2213
$46K ﹤0.01%
+3,175
2214
$46K ﹤0.01%
817
+696
2215
$46K ﹤0.01%
+63
2216
$46K ﹤0.01%
686
+636
2217
$46K ﹤0.01%
+4,036
2218
$46K ﹤0.01%
609
+393
2219
$46K ﹤0.01%
+1,325
2220
$45K ﹤0.01%
1,862
-445
2221
$45K ﹤0.01%
629
+579
2222
$45K ﹤0.01%
3,110
+1,540
2223
$45K ﹤0.01%
+2,970
2224
$45K ﹤0.01%
753
+717
2225
$45K ﹤0.01%
767
+380
87 88
89
90 91