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
3801
$5K ﹤0.01%
+260
3802
$5K ﹤0.01%
309
-61
3803
$5K ﹤0.01%
68
+28
3804
$5K ﹤0.01%
+1,500
3805
$5K ﹤0.01%
+1,000
3806
$5K ﹤0.01%
104
-199
3807
$5K ﹤0.01%
+1,300
3808
$5K ﹤0.01%
+245
3809
$5K ﹤0.01%
+67
3810
$5K ﹤0.01%
+300
3811
$5K ﹤0.01%
+74
3812
$5K ﹤0.01%
31
+27
3813
$5K ﹤0.01%
+500
3814
$5K ﹤0.01%
+54
3815
$5K ﹤0.01%
+72
3816
$5K ﹤0.01%
82
3817
$5K ﹤0.01%
114
-252
3818
$5K ﹤0.01%
405
3819
$5K ﹤0.01%
200
3820
$5K ﹤0.01%
+257
3821
$5K ﹤0.01%
+10
3822
$5K ﹤0.01%
+80
3823
$5K ﹤0.01%
+178
3824
$5K ﹤0.01%
184
+69
3825
$5K ﹤0.01%
+265
151 152
153
154 155