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
3151
$14K ﹤0.01%
1,735
3152
$14K ﹤0.01%
+1,048
3153
$14K ﹤0.01%
+11
3154
$14K ﹤0.01%
+410
3155
$14K ﹤0.01%
103
+54
3156
$14K ﹤0.01%
312
+302
3157
$14K ﹤0.01%
+32
3158
$14K ﹤0.01%
+350
3159
$14K ﹤0.01%
+2,540
3160
$14K ﹤0.01%
169
+134
3161
$14K ﹤0.01%
283
-15
3162
$14K ﹤0.01%
+455
3163
$14K ﹤0.01%
150
+133
3164
$14K ﹤0.01%
292
+160
3165
$14K ﹤0.01%
338
+263
3166
$14K ﹤0.01%
+270
3167
$14K ﹤0.01%
282
+147
3168
$14K ﹤0.01%
+21
3169
$14K ﹤0.01%
+14
3170
$13K ﹤0.01%
+1,000
3171
$13K ﹤0.01%
+28
3172
$13K ﹤0.01%
+704
3173
$13K ﹤0.01%
+361
3174
$13K ﹤0.01%
+1,367
3175
$13K ﹤0.01%
266
-9
125 126
127
128 129