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
3526
$8K ﹤0.01%
+175
3527
$8K ﹤0.01%
231
+119
3528
$8K ﹤0.01%
+300
3529
$8K ﹤0.01%
116
+111
3530
$8K ﹤0.01%
266
+100
3531
$8K ﹤0.01%
105
+47
3532
$8K ﹤0.01%
105
+67
3533
$8K ﹤0.01%
+326
3534
$8K ﹤0.01%
206
+193
3535
$8K ﹤0.01%
+345
3536
$8K ﹤0.01%
+119
3537
$8K ﹤0.01%
+468
3538
$8K ﹤0.01%
167
+2
3539
$8K ﹤0.01%
156
+58
3540
$8K ﹤0.01%
+394
3541
$8K ﹤0.01%
+485
3542
$8K ﹤0.01%
100
-50
3543
$8K ﹤0.01%
+300
3544
$8K ﹤0.01%
1,199
+1,189
3545
$8K ﹤0.01%
+182
3546
$8K ﹤0.01%
+356
3547
$8K ﹤0.01%
+602
3548
$8K ﹤0.01%
+13
3549
$8K ﹤0.01%
376
-374
3550
$8K ﹤0.01%
+307
140 141
142
143 144