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
3851
$4K ﹤0.01%
+10
3852
$4K ﹤0.01%
64
3853
$4K ﹤0.01%
+600
3854
$4K ﹤0.01%
137
-1,718
3855
$4K ﹤0.01%
308
+290
3856
$4K ﹤0.01%
+120
3857
$4K ﹤0.01%
+200
3858
$4K ﹤0.01%
+1,100
3859
$4K ﹤0.01%
+86
3860
$4K ﹤0.01%
+500
3861
$4K ﹤0.01%
50
3862
$4K ﹤0.01%
500
3863
$4K ﹤0.01%
+18
3864
$4K ﹤0.01%
+370
3865
$4K ﹤0.01%
60
3866
$4K ﹤0.01%
+129
3867
$4K ﹤0.01%
195
-1,491
3868
$4K ﹤0.01%
+66
3869
$4K ﹤0.01%
+298
3870
$4K ﹤0.01%
+300
3871
$4K ﹤0.01%
129
3872
$4K ﹤0.01%
+166
3873
– –
0
3874
$4K ﹤0.01%
+192
3875
$4K ﹤0.01%
+116
153 154
155
156 157