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
3751
$5K ﹤0.01%
+100
3752
$5K ﹤0.01%
+51
3753
$5K ﹤0.01%
+200
3754
$5K ﹤0.01%
+149
3755
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165
+52
3756
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+200
3757
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141
-69
3758
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6
+5
3759
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130
+50
3760
$5K ﹤0.01%
243
3761
$5K ﹤0.01%
+85
3762
$5K ﹤0.01%
+270
3763
$5K ﹤0.01%
+296
3764
$5K ﹤0.01%
200
+20
3765
$5K ﹤0.01%
50
+40
3766
$5K ﹤0.01%
+31
3767
$5K ﹤0.01%
+100
3768
$5K ﹤0.01%
167
+17
3769
$5K ﹤0.01%
+204
3770
$5K ﹤0.01%
+86
3771
$5K ﹤0.01%
270
+121
3772
$5K ﹤0.01%
100
3773
$5K ﹤0.01%
97
+38
3774
$5K ﹤0.01%
171
-918
3775
$5K ﹤0.01%
53
149 150
151
152 153