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
3176
$13K ﹤0.01%
+245
3177
$13K ﹤0.01%
+289
3178
$13K ﹤0.01%
1,400
-100
3179
$13K ﹤0.01%
+4
3180
$13K ﹤0.01%
+799
3181
$13K ﹤0.01%
1,660
+910
3182
$13K ﹤0.01%
234
+205
3183
$13K ﹤0.01%
+630
3184
$13K ﹤0.01%
+245
3185
$13K ﹤0.01%
82
+13
3186
$13K ﹤0.01%
265
3187
$13K ﹤0.01%
+894
3188
$13K ﹤0.01%
130
+121
3189
$13K ﹤0.01%
592
+277
3190
$13K ﹤0.01%
+10,000
3191
$13K ﹤0.01%
+1,977
3192
$13K ﹤0.01%
+1,197
3193
$13K ﹤0.01%
+600
3194
$13K ﹤0.01%
441
-2,308
3195
$13K ﹤0.01%
302
+85
3196
$13K ﹤0.01%
1,130
-1,270
3197
$13K ﹤0.01%
698
-594
3198
$13K ﹤0.01%
+157
3199
$13K ﹤0.01%
200
+55
3200
$13K ﹤0.01%
1,033
+296
126 127
128
129 130