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
2326
$39K ﹤0.01%
329
-121
2327
$39K ﹤0.01%
745
-486
2328
$39K ﹤0.01%
+1,670
2329
$39K ﹤0.01%
1,570
+230
2330
$39K ﹤0.01%
2,003
+1,991
2331
$39K ﹤0.01%
1,081
+1,080
2332
$39K ﹤0.01%
169
+43
2333
$39K ﹤0.01%
1,807
+582
2334
$39K ﹤0.01%
511
+22
2335
$39K ﹤0.01%
1,585
-395
2336
$39K ﹤0.01%
704
+76
2337
$39K ﹤0.01%
+960
2338
$39K ﹤0.01%
2,300
2339
$39K ﹤0.01%
668
+484
2340
$39K ﹤0.01%
2,588
+2,500
2341
$39K ﹤0.01%
+1,577
2342
$38K ﹤0.01%
+600
2343
$38K ﹤0.01%
+4,000
2344
$38K ﹤0.01%
+2,033
2345
$38K ﹤0.01%
710
+643
2346
$38K ﹤0.01%
641
+201
2347
$38K ﹤0.01%
+2,026
2348
$38K ﹤0.01%
216
+190
2349
$38K ﹤0.01%
+3,700
2350
$38K ﹤0.01%
+1,287
92 93
94
95 96