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
3251
$12K ﹤0.01%
176
+136
3252
$12K ﹤0.01%
+267
3253
$12K ﹤0.01%
+800
3254
$12K ﹤0.01%
151
-164
3255
$12K ﹤0.01%
2,500
3256
$12K ﹤0.01%
210
+79
3257
$12K ﹤0.01%
78
-5
3258
$12K ﹤0.01%
+500
3259
$12K ﹤0.01%
+1,408
3260
$12K ﹤0.01%
480
+330
3261
$12K ﹤0.01%
9
+2
3262
$12K ﹤0.01%
664
+564
3263
$12K ﹤0.01%
+48
3264
$12K ﹤0.01%
8,900
+7,150
3265
$12K ﹤0.01%
32
+10
3266
$12K ﹤0.01%
+815
3267
$12K ﹤0.01%
+518
3268
$12K ﹤0.01%
900
3269
$12K ﹤0.01%
252
+102
3270
$12K ﹤0.01%
267
-1,463
3271
$12K ﹤0.01%
78
+25
3272
$12K ﹤0.01%
+12
3273
$12K ﹤0.01%
456
+262
3274
$12K ﹤0.01%
55
3275
$12K ﹤0.01%
500
129 130
131
132 133