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
3351
$11K ﹤0.01%
819
-551
3352
$11K ﹤0.01%
+111
3353
$11K ﹤0.01%
648
+302
3354
$11K ﹤0.01%
+6
3355
$11K ﹤0.01%
+279
3356
$11K ﹤0.01%
+146
3357
$11K ﹤0.01%
+407
3358
$11K ﹤0.01%
150
3359
$11K ﹤0.01%
+331
3360
$11K ﹤0.01%
210
+191
3361
$11K ﹤0.01%
+465
3362
$11K ﹤0.01%
364
+110
3363
$11K ﹤0.01%
+10
3364
$11K ﹤0.01%
225
-212
3365
$11K ﹤0.01%
+186
3366
$10K ﹤0.01%
4
3367
$10K ﹤0.01%
354
+254
3368
$10K ﹤0.01%
416
+140
3369
$10K ﹤0.01%
+760
3370
$10K ﹤0.01%
+188
3371
$10K ﹤0.01%
+300
3372
$10K ﹤0.01%
+379
3373
$10K ﹤0.01%
+1,000
3374
$10K ﹤0.01%
+527
3375
$10K ﹤0.01%
+365
133 134
135
136 137