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
2376
$37K ﹤0.01%
+2,930
2377
$37K ﹤0.01%
1,356
+1,020
2378
$37K ﹤0.01%
716
+447
2379
$37K ﹤0.01%
800
+530
2380
$37K ﹤0.01%
500
2381
$37K ﹤0.01%
+734
2382
$37K ﹤0.01%
2,397
+490
2383
$37K ﹤0.01%
356
+150
2384
$37K ﹤0.01%
318
+231
2385
$37K ﹤0.01%
+1,604
2386
$37K ﹤0.01%
1,945
+1,323
2387
$37K ﹤0.01%
+703
2388
$36K ﹤0.01%
+724
2389
$36K ﹤0.01%
6,737
+737
2390
$36K ﹤0.01%
+579
2391
$36K ﹤0.01%
5,751
+5,673
2392
$36K ﹤0.01%
1,861
-2,538
2393
$36K ﹤0.01%
321
+277
2394
$36K ﹤0.01%
+2,424
2395
$36K ﹤0.01%
+1,763
2396
$36K ﹤0.01%
516
+486
2397
$36K ﹤0.01%
1,507
+476
2398
$36K ﹤0.01%
+2,347
2399
$36K ﹤0.01%
917
+222
2400
$36K ﹤0.01%
326
+85
94 95
96
97 98