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
3726
$6K ﹤0.01%
+147
3727
$6K ﹤0.01%
+500
3728
$6K ﹤0.01%
153
+3
3729
$6K ﹤0.01%
+300
3730
$6K ﹤0.01%
+300
3731
$6K ﹤0.01%
2,860
+660
3732
$6K ﹤0.01%
284
+4
3733
$6K ﹤0.01%
125
3734
$6K ﹤0.01%
+402
3735
$6K ﹤0.01%
+600
3736
$6K ﹤0.01%
+181
3737
$5K ﹤0.01%
+99
3738
$5K ﹤0.01%
217
+50
3739
$5K ﹤0.01%
+700
3740
$5K ﹤0.01%
+75
3741
$5K ﹤0.01%
50
-12,176
3742
$5K ﹤0.01%
85
+5
3743
$5K ﹤0.01%
+500
3744
$5K ﹤0.01%
+188
3745
$5K ﹤0.01%
+42
3746
$5K ﹤0.01%
48
+12
3747
$5K ﹤0.01%
35
3748
$5K ﹤0.01%
+250
3749
$5K ﹤0.01%
4,000
+2,000
3750
$5K ﹤0.01%
27
+25
148 149
150
151 152