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
3301
$11K ﹤0.01%
+11
3302
$11K ﹤0.01%
+190
3303
$11K ﹤0.01%
+12
3304
$11K ﹤0.01%
+178
3305
$11K ﹤0.01%
+16
3306
– –
0
3307
$11K ﹤0.01%
211
3308
$11K ﹤0.01%
57
+41
3309
$11K ﹤0.01%
+1
3310
$11K ﹤0.01%
157
+18
3311
$11K ﹤0.01%
+257
3312
$11K ﹤0.01%
+163
3313
$11K ﹤0.01%
+3,059
3314
$11K ﹤0.01%
390
+374
3315
$11K ﹤0.01%
365
+309
3316
$11K ﹤0.01%
+4,000
3317
$11K ﹤0.01%
97
+84
3318
$11K ﹤0.01%
+11
3319
$11K ﹤0.01%
+300
3320
$11K ﹤0.01%
+278
3321
$11K ﹤0.01%
+180
3322
$11K ﹤0.01%
270
+50
3323
$11K ﹤0.01%
+2
3324
$11K ﹤0.01%
192
+149
3325
$11K ﹤0.01%
+27
131 132
133
134 135