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
3276
$12K ﹤0.01%
+12
3277
$12K ﹤0.01%
+1,200
3278
$12K ﹤0.01%
+294
3279
$12K ﹤0.01%
+1
3280
$12K ﹤0.01%
384
+287
3281
$12K ﹤0.01%
45
+20
3282
$12K ﹤0.01%
1,750
3283
$12K ﹤0.01%
+333
3284
$12K ﹤0.01%
+398
3285
$12K ﹤0.01%
465
3286
$12K ﹤0.01%
1,495
+712
3287
$12K ﹤0.01%
4,369
+2,369
3288
$12K ﹤0.01%
+32
3289
$11K ﹤0.01%
+500
3290
$11K ﹤0.01%
+1,222
3291
$11K ﹤0.01%
43
+32
3292
$11K ﹤0.01%
+4
3293
$11K ﹤0.01%
22
-363
3294
$11K ﹤0.01%
+4
3295
$11K ﹤0.01%
+428
3296
$11K ﹤0.01%
+13
3297
$11K ﹤0.01%
+4
3298
$11K ﹤0.01%
81
-222
3299
$11K ﹤0.01%
288
+278
3300
$11K ﹤0.01%
388
130 131
132
133 134