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
3626
$7K ﹤0.01%
+200
3627
$7K ﹤0.01%
111
-13
3628
$7K ﹤0.01%
+120
3629
$7K ﹤0.01%
+226
3630
$7K ﹤0.01%
+416
3631
$7K ﹤0.01%
300
3632
$7K ﹤0.01%
193
+100
3633
$7K ﹤0.01%
+136
3634
$7K ﹤0.01%
375
+175
3635
$7K ﹤0.01%
169
+27
3636
$7K ﹤0.01%
351
+202
3637
$7K ﹤0.01%
+298
3638
$7K ﹤0.01%
277
+117
3639
$7K ﹤0.01%
326
+7
3640
$7K ﹤0.01%
83
+70
3641
$7K ﹤0.01%
+326
3642
$7K ﹤0.01%
+260
3643
$7K ﹤0.01%
61
-41
3644
$6K ﹤0.01%
222
3645
$6K ﹤0.01%
74
-93
3646
$6K ﹤0.01%
+500
3647
$6K ﹤0.01%
+131
3648
$6K ﹤0.01%
68
+34
3649
$6K ﹤0.01%
110
-9
3650
$6K ﹤0.01%
+22
144 145
146
147 148