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
276
$2.62M 0.08%
13,646
+9,693
277
$2.62M 0.08%
32,229
+23,350
278
$2.61M 0.08%
32,125
+13,783
279
$2.61M 0.08%
27,470
+6,368
280
$2.61M 0.08%
16,553
-1,259
281
$2.61M 0.08%
10,666
-1,571
282
– –
-16,043
283
$2.6M 0.08%
34,501
+4,417
284
$2.6M 0.08%
145,341
+145,289
285
$2.6M 0.08%
33,363
+32,156
286
$2.6M 0.08%
49,669
+42,439
287
$2.58M 0.08%
44,007
+24,168
288
$2.57M 0.08%
14,452
+2,221
289
$2.57M 0.08%
133,483
+101,745
290
$2.56M 0.08%
49,603
+34,153
291
$2.53M 0.08%
20,537
+9,933
292
$2.52M 0.08%
22,032
+11,168
293
$2.52M 0.08%
25,247
+25,237
294
$2.51M 0.08%
23,888
+5,696
295
$2.51M 0.08%
19,266
+9,528
296
$2.47M 0.08%
153,940
+67,482
297
$2.46M 0.08%
86,312
+30,645
298
$2.46M 0.08%
59,396
+44,476
299
$2.45M 0.08%
51,056
+18,176
300
$2.45M 0.08%
94,119
+92,369
10 11
12
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