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
2826
$20K ﹤0.01%
+761
2827
$20K ﹤0.01%
+6,300
2828
$20K ﹤0.01%
+1,823
2829
$20K ﹤0.01%
+1,208
2830
$20K ﹤0.01%
165
+161
2831
$20K ﹤0.01%
595
+255
2832
$20K ﹤0.01%
+3
2833
$20K ﹤0.01%
+93
2834
$20K ﹤0.01%
+149
2835
$20K ﹤0.01%
8,347
+8,241
2836
$20K ﹤0.01%
+1,700
2837
$20K ﹤0.01%
450
-25
2838
$20K ﹤0.01%
+334
2839
– –
0
2840
$20K ﹤0.01%
+530
2841
$20K ﹤0.01%
+600
2842
$20K ﹤0.01%
+1,432
2843
$20K ﹤0.01%
+156
2844
$20K ﹤0.01%
458
+339
2845
$20K ﹤0.01%
1,673
+1,213
2846
$20K ﹤0.01%
+233
2847
$20K ﹤0.01%
+200
2848
$20K ﹤0.01%
750
+422
2849
$20K ﹤0.01%
793
+8
2850
$20K ﹤0.01%
+358
112 113
114
115 116