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
3576
$7K ﹤0.01%
+561
3577
$7K ﹤0.01%
+179
3578
$7K ﹤0.01%
+611
3579
$7K ﹤0.01%
+600
3580
$7K ﹤0.01%
108
+69
3581
$7K ﹤0.01%
+600
3582
$7K ﹤0.01%
1,100
3583
$7K ﹤0.01%
+228
3584
$7K ﹤0.01%
+131
3585
$7K ﹤0.01%
291
+263
3586
$7K ﹤0.01%
+444
3587
$7K ﹤0.01%
+29
3588
$7K ﹤0.01%
+86
3589
$7K ﹤0.01%
37
-28
3590
$7K ﹤0.01%
111
+76
3591
$7K ﹤0.01%
1,224
-3,976
3592
$7K ﹤0.01%
+269
3593
$7K ﹤0.01%
+200
3594
$7K ﹤0.01%
+500
3595
$7K ﹤0.01%
+161
3596
– –
0
3597
$7K ﹤0.01%
+676
3598
$7K ﹤0.01%
248
+244
3599
$7K ﹤0.01%
53
+47
3600
$7K ﹤0.01%
+546
142 143
144
145 146