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
2301
$41K ﹤0.01%
484
-1,399
2302
$41K ﹤0.01%
1,600
+1,100
2303
$41K ﹤0.01%
+1,440
2304
$41K ﹤0.01%
+633
2305
$41K ﹤0.01%
1,368
+146
2306
$40K ﹤0.01%
+1,399
2307
$40K ﹤0.01%
466
+363
2308
$40K ﹤0.01%
+724
2309
$40K ﹤0.01%
1,463
+1,456
2310
$40K ﹤0.01%
175
+105
2311
$40K ﹤0.01%
+822
2312
$40K ﹤0.01%
+4,429
2313
$40K ﹤0.01%
434
+362
2314
$40K ﹤0.01%
+4,000
2315
$40K ﹤0.01%
+356
2316
$40K ﹤0.01%
+2,149
2317
$40K ﹤0.01%
1,604
-5,128
2318
$40K ﹤0.01%
606
+327
2319
$40K ﹤0.01%
214
+191
2320
$40K ﹤0.01%
1,426
+203
2321
$40K ﹤0.01%
+1,487
2322
$40K ﹤0.01%
5
+3
2323
$39K ﹤0.01%
497
+329
2324
$39K ﹤0.01%
435
+354
2325
$39K ﹤0.01%
1,185
+1,157
91 92
93
94 95