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
2351
$38K ﹤0.01%
229
+220
2352
$38K ﹤0.01%
+4,555
2353
$38K ﹤0.01%
+1,612
2354
$38K ﹤0.01%
+1,531
2355
$38K ﹤0.01%
+3,980
2356
$38K ﹤0.01%
1,606
-378
2357
$38K ﹤0.01%
+1,437
2358
$38K ﹤0.01%
+100
2359
$38K ﹤0.01%
1,209
+1,174
2360
$38K ﹤0.01%
2,644
-156
2361
$38K ﹤0.01%
1,209
+212
2362
$38K ﹤0.01%
2,069
+574
2363
$38K ﹤0.01%
40
+37
2364
$38K ﹤0.01%
+1,252
2365
$38K ﹤0.01%
1,452
2366
$37K ﹤0.01%
792
+185
2367
$37K ﹤0.01%
423
+257
2368
$37K ﹤0.01%
+2,813
2369
$37K ﹤0.01%
439
+234
2370
$37K ﹤0.01%
1,927
+1,776
2371
$37K ﹤0.01%
798
+737
2372
$37K ﹤0.01%
+3,225
2373
$37K ﹤0.01%
+2,094
2374
$37K ﹤0.01%
+1,700
2375
$37K ﹤0.01%
610
+433
93 94
95
96 97