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
2976
$17K ﹤0.01%
+60
2977
$17K ﹤0.01%
58
-2,182
2978
$17K ﹤0.01%
+147
2979
$17K ﹤0.01%
+1,454
2980
$17K ﹤0.01%
244
+127
2981
$17K ﹤0.01%
149
+123
2982
$17K ﹤0.01%
497
+470
2983
$17K ﹤0.01%
472
+90
2984
$17K ﹤0.01%
194
+44
2985
$17K ﹤0.01%
16
-84
2986
$17K ﹤0.01%
+104
2987
$17K ﹤0.01%
+4,741
2988
$17K ﹤0.01%
58
+25
2989
$17K ﹤0.01%
+104
2990
$17K ﹤0.01%
+400
2991
$17K ﹤0.01%
+154
2992
$17K ﹤0.01%
+897
2993
$17K ﹤0.01%
+1,197
2994
$17K ﹤0.01%
1,001
+680
2995
$17K ﹤0.01%
+72
2996
$17K ﹤0.01%
+140
2997
$17K ﹤0.01%
216
+72
2998
$17K ﹤0.01%
+83
2999
$17K ﹤0.01%
+445
3000
$17K ﹤0.01%
164
+141
118 119
120
121 122