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
3401
$10K ﹤0.01%
+402
3402
$10K ﹤0.01%
+1,050
3403
$10K ﹤0.01%
217
+201
3404
$10K ﹤0.01%
+284
3405
$10K ﹤0.01%
365
+36
3406
$10K ﹤0.01%
+107
3407
$10K ﹤0.01%
+1,811
3408
$10K ﹤0.01%
+4,600
3409
$10K ﹤0.01%
116
+107
3410
$10K ﹤0.01%
+1,500
3411
$10K ﹤0.01%
2,000
+1,000
3412
$10K ﹤0.01%
216
+210
3413
$10K ﹤0.01%
90
-2,750
3414
$10K ﹤0.01%
312
+121
3415
$10K ﹤0.01%
206
-105
3416
$10K ﹤0.01%
246
3417
$10K ﹤0.01%
+142
3418
$10K ﹤0.01%
+703
3419
$10K ﹤0.01%
+400
3420
$10K ﹤0.01%
+210
3421
$10K ﹤0.01%
+235
3422
$10K ﹤0.01%
93
+80
3423
$10K ﹤0.01%
242
+94
3424
$10K ﹤0.01%
+750
3425
$10K ﹤0.01%
324
135 136
137
138 139