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
3201
$13K ﹤0.01%
+100
3202
$13K ﹤0.01%
+6
3203
$13K ﹤0.01%
287
+269
3204
$13K ﹤0.01%
350
3205
$13K ﹤0.01%
966
+713
3206
$13K ﹤0.01%
+306
3207
$13K ﹤0.01%
271
+103
3208
$13K ﹤0.01%
178
+120
3209
$13K ﹤0.01%
+82
3210
$13K ﹤0.01%
+6
3211
$13K ﹤0.01%
879
+566
3212
$13K ﹤0.01%
1
3213
$13K ﹤0.01%
504
+354
3214
$13K ﹤0.01%
+393
3215
$13K ﹤0.01%
+500
3216
$13K ﹤0.01%
188
-100
3217
$13K ﹤0.01%
15
-40
3218
$13K ﹤0.01%
+500
3219
$13K ﹤0.01%
+525
3220
$13K ﹤0.01%
+1,102
3221
$13K ﹤0.01%
+56
3222
$13K ﹤0.01%
1,875
3223
$13K ﹤0.01%
+286
3224
$13K ﹤0.01%
616
+136
3225
– –
0
127 128
129
130 131