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
3376
$10K ﹤0.01%
150
3377
$10K ﹤0.01%
+200
3378
$10K ﹤0.01%
+506
3379
$10K ﹤0.01%
+266
3380
$10K ﹤0.01%
+180
3381
$10K ﹤0.01%
+3
3382
$10K ﹤0.01%
+7
3383
$10K ﹤0.01%
+750
3384
$10K ﹤0.01%
+193
3385
$10K ﹤0.01%
3,805
-1,200
3386
$10K ﹤0.01%
650
+440
3387
$10K ﹤0.01%
1,012
+999
3388
$10K ﹤0.01%
+212
3389
$10K ﹤0.01%
+478
3390
$10K ﹤0.01%
+64
3391
$10K ﹤0.01%
+124
3392
$10K ﹤0.01%
+1,091
3393
$10K ﹤0.01%
244
+40
3394
$10K ﹤0.01%
828
+182
3395
$10K ﹤0.01%
+490
3396
$10K ﹤0.01%
+440
3397
$10K ﹤0.01%
202
+155
3398
$10K ﹤0.01%
+20
3399
$10K ﹤0.01%
228
-13
3400
$10K ﹤0.01%
+400
134 135
136
137 138