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
2401
$36K ﹤0.01%
+364
2402
$36K ﹤0.01%
309
+296
2403
$36K ﹤0.01%
761
+577
2404
$35K ﹤0.01%
876
+187
2405
$35K ﹤0.01%
+1,327
2406
$35K ﹤0.01%
+1,500
2407
$35K ﹤0.01%
1,775
+1,250
2408
$35K ﹤0.01%
460
+409
2409
$35K ﹤0.01%
+720
2410
$35K ﹤0.01%
736
+237
2411
$35K ﹤0.01%
469
+367
2412
$35K ﹤0.01%
+697
2413
$35K ﹤0.01%
1,365
+790
2414
$35K ﹤0.01%
587
+198
2415
$35K ﹤0.01%
612
+201
2416
$35K ﹤0.01%
+321
2417
$35K ﹤0.01%
+1,095
2418
$35K ﹤0.01%
502
2419
$35K ﹤0.01%
+798
2420
$35K ﹤0.01%
1,122
+842
2421
$35K ﹤0.01%
3,786
+590
2422
$35K ﹤0.01%
902
+424
2423
$34K ﹤0.01%
+946
2424
$34K ﹤0.01%
205
-72
2425
$34K ﹤0.01%
173
+25
95 96
97
98 99