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
3101
$15K ﹤0.01%
400
3102
$15K ﹤0.01%
3,189
+714
3103
$15K ﹤0.01%
+300
3104
$15K ﹤0.01%
+53
3105
$15K ﹤0.01%
63
+11
3106
$15K ﹤0.01%
383
+367
3107
$15K ﹤0.01%
+3
3108
$15K ﹤0.01%
287
+107
3109
$15K ﹤0.01%
1,200
-12,900
3110
$15K ﹤0.01%
+171
3111
$15K ﹤0.01%
+31
3112
$15K ﹤0.01%
125
3113
$15K ﹤0.01%
+601
3114
$15K ﹤0.01%
15
3115
$15K ﹤0.01%
352
+337
3116
$15K ﹤0.01%
+112
3117
$15K ﹤0.01%
639
+183
3118
$14K ﹤0.01%
410
+240
3119
$14K ﹤0.01%
+1
3120
$14K ﹤0.01%
+780
3121
$14K ﹤0.01%
+469
3122
$14K ﹤0.01%
+446
3123
$14K ﹤0.01%
+687
3124
$14K ﹤0.01%
685
+189
3125
$14K ﹤0.01%
+1,239
123 124
125
126 127