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
3326
$11K ﹤0.01%
126
+112
3327
$11K ﹤0.01%
+600
3328
$11K ﹤0.01%
+299
3329
$11K ﹤0.01%
520
-1,793
3330
$11K ﹤0.01%
+800
3331
$11K ﹤0.01%
+38
3332
$11K ﹤0.01%
+2,000
3333
$11K ﹤0.01%
220
3334
$11K ﹤0.01%
+43
3335
$11K ﹤0.01%
+84
3336
$11K ﹤0.01%
62
+55
3337
$11K ﹤0.01%
122
+28
3338
$11K ﹤0.01%
200
3339
$11K ﹤0.01%
+272
3340
$11K ﹤0.01%
2
3341
$11K ﹤0.01%
+2
3342
$11K ﹤0.01%
+156
3343
$11K ﹤0.01%
+15
3344
$11K ﹤0.01%
65
+51
3345
$11K ﹤0.01%
201
+38
3346
$11K ﹤0.01%
+10
3347
$11K ﹤0.01%
700
-250
3348
$11K ﹤0.01%
398
+37
3349
$11K ﹤0.01%
+10
3350
$11K ﹤0.01%
177
+164
132 133
134
135 136