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
2226
$45K ﹤0.01%
1,136
+1,036
2227
$45K ﹤0.01%
+2,380
2228
$45K ﹤0.01%
+2,000
2229
$45K ﹤0.01%
512
+312
2230
$45K ﹤0.01%
2,750
+1,725
2231
$45K ﹤0.01%
694
-317
2232
$45K ﹤0.01%
+2,450
2233
$45K ﹤0.01%
+4,712
2234
$45K ﹤0.01%
1,985
+760
2235
$45K ﹤0.01%
+2,500
2236
$45K ﹤0.01%
726
+426
2237
$45K ﹤0.01%
714
+6
2238
$45K ﹤0.01%
638
+589
2239
$45K ﹤0.01%
1,320
2240
$45K ﹤0.01%
+4,177
2241
$45K ﹤0.01%
7,560
+3,860
2242
$44K ﹤0.01%
+2,000
2243
$44K ﹤0.01%
5,317
+312
2244
$44K ﹤0.01%
2,661
+1,800
2245
$44K ﹤0.01%
+3,165
2246
$44K ﹤0.01%
+1,949
2247
$44K ﹤0.01%
2,100
+1,516
2248
$44K ﹤0.01%
485
2249
$44K ﹤0.01%
467
+436
2250
$44K ﹤0.01%
1,984
+1,532
88 89
90
91 92