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
3001
$17K ﹤0.01%
+200
3002
$17K ﹤0.01%
+195
3003
$17K ﹤0.01%
+66
3004
$17K ﹤0.01%
1,236
+5
3005
$17K ﹤0.01%
780
-6,179
3006
$17K ﹤0.01%
+348
3007
$17K ﹤0.01%
167
+161
3008
$17K ﹤0.01%
+207
3009
$17K ﹤0.01%
101
-360
3010
$17K ﹤0.01%
+78
3011
$16K ﹤0.01%
195
+4
3012
$16K ﹤0.01%
+221
3013
$16K ﹤0.01%
+478
3014
$16K ﹤0.01%
1,438
+883
3015
$16K ﹤0.01%
+2,755
3016
$16K ﹤0.01%
502
+117
3017
$16K ﹤0.01%
+22
3018
$16K ﹤0.01%
+2,000
3019
$16K ﹤0.01%
255
+215
3020
$16K ﹤0.01%
+124
3021
$16K ﹤0.01%
+513
3022
$16K ﹤0.01%
+438
3023
$16K ﹤0.01%
+623
3024
$16K ﹤0.01%
+80
3025
$16K ﹤0.01%
+607
119 120
121
122 123