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
3051
$16K ﹤0.01%
41
-24
3052
$16K ﹤0.01%
+67
3053
$16K ﹤0.01%
185
+166
3054
$16K ﹤0.01%
+51
3055
$16K ﹤0.01%
175
+54
3056
$16K ﹤0.01%
445
+88
3057
$16K ﹤0.01%
+650
3058
$16K ﹤0.01%
21
3059
$16K ﹤0.01%
+1,197
3060
$16K ﹤0.01%
+600
3061
$16K ﹤0.01%
378
-11
3062
$16K ﹤0.01%
+1,612
3063
$16K ﹤0.01%
+374
3064
$16K ﹤0.01%
+79
3065
$15K ﹤0.01%
+667
3066
$15K ﹤0.01%
+19
3067
$15K ﹤0.01%
+81
3068
$15K ﹤0.01%
+268
3069
$15K ﹤0.01%
398
+110
3070
$15K ﹤0.01%
+485
3071
$15K ﹤0.01%
+381
3072
$15K ﹤0.01%
+29
3073
$15K ﹤0.01%
294
+293
3074
$15K ﹤0.01%
39
3075
$15K ﹤0.01%
202
+21
121 122
123
124 125