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
2451
$33K ﹤0.01%
+617
2452
$33K ﹤0.01%
375
2453
$33K ﹤0.01%
+2,307
2454
$33K ﹤0.01%
594
+445
2455
$33K ﹤0.01%
297
+270
2456
$33K ﹤0.01%
1,033
+945
2457
$33K ﹤0.01%
+1,490
2458
$33K ﹤0.01%
+4,597
2459
$33K ﹤0.01%
54
+47
2460
$33K ﹤0.01%
+288
2461
$33K ﹤0.01%
1,289
+344
2462
$33K ﹤0.01%
+1,067
2463
$33K ﹤0.01%
521
+362
2464
$33K ﹤0.01%
827
+376
2465
$33K ﹤0.01%
+1,665
2466
$33K ﹤0.01%
+1,109
2467
$33K ﹤0.01%
750
-23
2468
$33K ﹤0.01%
+300
2469
$33K ﹤0.01%
+272
2470
$33K ﹤0.01%
+3,100
2471
$33K ﹤0.01%
760
+727
2472
$33K ﹤0.01%
+440
2473
$33K ﹤0.01%
11
-18
2474
$33K ﹤0.01%
+544
2475
$32K ﹤0.01%
717
+354
97 98
99
100 101