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
2276
$42K ﹤0.01%
2,964
+2,203
2277
$42K ﹤0.01%
6,884
+6,678
2278
$42K ﹤0.01%
+625
2279
$42K ﹤0.01%
+667
2280
$42K ﹤0.01%
1,276
+276
2281
$42K ﹤0.01%
500
2282
$42K ﹤0.01%
3,491
+3,404
2283
$42K ﹤0.01%
408
-89
2284
$42K ﹤0.01%
182
+181
2285
$42K ﹤0.01%
2,201
+131
2286
$42K ﹤0.01%
385
+335
2287
$42K ﹤0.01%
+1,321
2288
$42K ﹤0.01%
518
+74
2289
$42K ﹤0.01%
1,240
+110
2290
$42K ﹤0.01%
1,727
+221
2291
$42K ﹤0.01%
+4,019
2292
$42K ﹤0.01%
809
-4,232
2293
$42K ﹤0.01%
2,104
+491
2294
$41K ﹤0.01%
+1,800
2295
$41K ﹤0.01%
+1,216
2296
$41K ﹤0.01%
1,559
+439
2297
$41K ﹤0.01%
+1,671
2298
$41K ﹤0.01%
+1,745
2299
$41K ﹤0.01%
+2,320
2300
$41K ﹤0.01%
805
+511
90 91
92
93 94