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
3551
$8K ﹤0.01%
173
-167
3552
$8K ﹤0.01%
+47
3553
$8K ﹤0.01%
212
+115
3554
$8K ﹤0.01%
+49
3555
$8K ﹤0.01%
+300
3556
$8K ﹤0.01%
209
+200
3557
$8K ﹤0.01%
+540
3558
$8K ﹤0.01%
+300
3559
$8K ﹤0.01%
+102
3560
$8K ﹤0.01%
+200
3561
$8K ﹤0.01%
+125
3562
$8K ﹤0.01%
144
-123
3563
$8K ﹤0.01%
+1,000
3564
$8K ﹤0.01%
+18
3565
$8K ﹤0.01%
+90
3566
$8K ﹤0.01%
203
-3
3567
$7K ﹤0.01%
+103
3568
$7K ﹤0.01%
350
3569
$7K ﹤0.01%
+89
3570
$7K ﹤0.01%
+637
3571
$7K ﹤0.01%
+350
3572
$7K ﹤0.01%
+276
3573
$7K ﹤0.01%
40
3574
$7K ﹤0.01%
+643
3575
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0
141 142
143
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