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
2676
$25K ﹤0.01%
317
+15
2677
$25K ﹤0.01%
+2,090
2678
$25K ﹤0.01%
501
-2,643
2679
$25K ﹤0.01%
1,166
+971
2680
$25K ﹤0.01%
233
+73
2681
$24K ﹤0.01%
+375
2682
$24K ﹤0.01%
720
-8
2683
$24K ﹤0.01%
+362
2684
$24K ﹤0.01%
755
+537
2685
$24K ﹤0.01%
1,537
+1,487
2686
$24K ﹤0.01%
483
+408
2687
$24K ﹤0.01%
710
2688
$24K ﹤0.01%
321
+147
2689
$24K ﹤0.01%
+251
2690
$24K ﹤0.01%
+1,078
2691
$24K ﹤0.01%
795
+81
2692
$24K ﹤0.01%
+666
2693
$24K ﹤0.01%
92
+61
2694
$24K ﹤0.01%
+2,649
2695
– –
0
2696
$24K ﹤0.01%
679
+238
2697
$24K ﹤0.01%
206
-265
2698
$24K ﹤0.01%
450
+413
2699
$24K ﹤0.01%
+1,000
2700
$24K ﹤0.01%
49
+9
106 107
108
109 110