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
3426
$10K ﹤0.01%
+503
3427
$10K ﹤0.01%
+521
3428
$10K ﹤0.01%
+400
3429
$10K ﹤0.01%
+220
3430
$10K ﹤0.01%
+102
3431
$10K ﹤0.01%
+135
3432
$10K ﹤0.01%
224
+215
3433
$10K ﹤0.01%
1,000
3434
$9K ﹤0.01%
1,097
+197
3435
$9K ﹤0.01%
+3,139
3436
$9K ﹤0.01%
+5
3437
$9K ﹤0.01%
+213
3438
$9K ﹤0.01%
176
3439
$9K ﹤0.01%
342
+115
3440
$9K ﹤0.01%
204
+104
3441
$9K ﹤0.01%
88
+75
3442
$9K ﹤0.01%
+290
3443
$9K ﹤0.01%
3,137
+2,702
3444
$9K ﹤0.01%
51
-131
3445
$9K ﹤0.01%
75
3446
$9K ﹤0.01%
+350
3447
$9K ﹤0.01%
373
+342
3448
$9K ﹤0.01%
100
+1
3449
$9K ﹤0.01%
+250
3450
$9K ﹤0.01%
360
-130
136 137
138
139 140