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
3226
$13K ﹤0.01%
+795
3227
$13K ﹤0.01%
+700
3228
$13K ﹤0.01%
+661
3229
$13K ﹤0.01%
16
-1
3230
$13K ﹤0.01%
+2,000
3231
$13K ﹤0.01%
+13
3232
$13K ﹤0.01%
431
+361
3233
$12K ﹤0.01%
+1
3234
$12K ﹤0.01%
+552
3235
$12K ﹤0.01%
38
+35
3236
$12K ﹤0.01%
188
+7
3237
$12K ﹤0.01%
+277
3238
$12K ﹤0.01%
344
+134
3239
$12K ﹤0.01%
269
+149
3240
$12K ﹤0.01%
70
+39
3241
$12K ﹤0.01%
325
3242
$12K ﹤0.01%
+21
3243
$12K ﹤0.01%
1,050
3244
$12K ﹤0.01%
+366
3245
$12K ﹤0.01%
+135
3246
$12K ﹤0.01%
132
-104
3247
$12K ﹤0.01%
+540
3248
$12K ﹤0.01%
+893
3249
$12K ﹤0.01%
374
+290
3250
$12K ﹤0.01%
694
+309
128 129
130
131 132