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
3451
$9K ﹤0.01%
2,453
+2,428
3452
$9K ﹤0.01%
+555
3453
$9K ﹤0.01%
+2,399
3454
$9K ﹤0.01%
215
+112
3455
$9K ﹤0.01%
+68
3456
$9K ﹤0.01%
101
+21
3457
$9K ﹤0.01%
+3,700
3458
$9K ﹤0.01%
+164
3459
$9K ﹤0.01%
275
+100
3460
$9K ﹤0.01%
+300
3461
$9K ﹤0.01%
+337
3462
$9K ﹤0.01%
+500
3463
$9K ﹤0.01%
160
+54
3464
$9K ﹤0.01%
256
+245
3465
$9K ﹤0.01%
+638
3466
$9K ﹤0.01%
119
+110
3467
$9K ﹤0.01%
+100
3468
$9K ﹤0.01%
636
-479
3469
$9K ﹤0.01%
+63
3470
$9K ﹤0.01%
895
-237
3471
$9K ﹤0.01%
305
+111
3472
$9K ﹤0.01%
140
+72
3473
$9K ﹤0.01%
3,150
3474
$9K ﹤0.01%
+178
3475
$9K ﹤0.01%
+128
137 138
139
140 141