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
2426
$34K ﹤0.01%
241
+51
2427
$34K ﹤0.01%
+1,800
2428
$34K ﹤0.01%
659
-40
2429
$34K ﹤0.01%
211
+198
2430
$34K ﹤0.01%
1,015
+440
2431
$34K ﹤0.01%
548
2432
$34K ﹤0.01%
+1,471
2433
$34K ﹤0.01%
+2,511
2434
$34K ﹤0.01%
+2,243
2435
$34K ﹤0.01%
354
+326
2436
$34K ﹤0.01%
+1,510
2437
$34K ﹤0.01%
636
+92
2438
$34K ﹤0.01%
1,433
+1,371
2439
$34K ﹤0.01%
538
+431
2440
$34K ﹤0.01%
701
+253
2441
$34K ﹤0.01%
780
+710
2442
$34K ﹤0.01%
1,517
+1,475
2443
$34K ﹤0.01%
409
+38
2444
$33K ﹤0.01%
+1,273
2445
$33K ﹤0.01%
408
+5
2446
$33K ﹤0.01%
214
-218
2447
$33K ﹤0.01%
2,846
+2,842
2448
$33K ﹤0.01%
+2,139
2449
$33K ﹤0.01%
495
+415
2450
$33K ﹤0.01%
266
+244
96 97
98
99 100