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
3676
$6K ﹤0.01%
332
+268
3677
$6K ﹤0.01%
+79
3678
$6K ﹤0.01%
520
3679
$6K ﹤0.01%
+400
3680
$6K ﹤0.01%
119
+4
3681
$6K ﹤0.01%
+1,026
3682
$6K ﹤0.01%
36
-85
3683
$6K ﹤0.01%
+227
3684
$6K ﹤0.01%
1,101
+800
3685
$6K ﹤0.01%
86
+83
3686
$6K ﹤0.01%
+565
3687
$6K ﹤0.01%
170
+164
3688
$6K ﹤0.01%
+220
3689
$6K ﹤0.01%
35
+8
3690
$6K ﹤0.01%
+112
3691
$6K ﹤0.01%
+158
3692
$6K ﹤0.01%
+175
3693
$6K ﹤0.01%
99
-242
3694
$6K ﹤0.01%
+300
3695
$6K ﹤0.01%
+288
3696
$6K ﹤0.01%
74
+57
3697
$6K ﹤0.01%
+141
3698
$6K ﹤0.01%
+146
3699
$6K ﹤0.01%
+562
3700
$6K ﹤0.01%
148
146 147
148
149 150