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
2251
$44K ﹤0.01%
+172
2252
$44K ﹤0.01%
+603
2253
$44K ﹤0.01%
+650
2254
$44K ﹤0.01%
908
-95
2255
$44K ﹤0.01%
+1,327
2256
$44K ﹤0.01%
711
-1,480
2257
$44K ﹤0.01%
2,365
+136
2258
$44K ﹤0.01%
2,241
+2,179
2259
$44K ﹤0.01%
+1,746
2260
$43K ﹤0.01%
+3,750
2261
$43K ﹤0.01%
2,100
2262
$43K ﹤0.01%
902
+840
2263
$43K ﹤0.01%
+1,360
2264
$43K ﹤0.01%
+3,842
2265
$43K ﹤0.01%
+1,143
2266
$43K ﹤0.01%
340
-102
2267
$43K ﹤0.01%
+1,574
2268
$43K ﹤0.01%
+1,052
2269
$43K ﹤0.01%
679
+525
2270
$43K ﹤0.01%
334
+178
2271
$43K ﹤0.01%
+2,135
2272
$43K ﹤0.01%
+2
2273
$43K ﹤0.01%
+1,070
2274
$42K ﹤0.01%
+2,224
2275
$42K ﹤0.01%
872
+671
89 90
91
92 93