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
3876
$4K ﹤0.01%
200
3877
$4K ﹤0.01%
+250
3878
$4K ﹤0.01%
+193
3879
$4K ﹤0.01%
93
+58
3880
$4K ﹤0.01%
14
+9
3881
$4K ﹤0.01%
47
+27
3882
$4K ﹤0.01%
+181
3883
$4K ﹤0.01%
+102
3884
$4K ﹤0.01%
69
+19
3885
$4K ﹤0.01%
4
+3
3886
$4K ﹤0.01%
+175
3887
$4K ﹤0.01%
+60
3888
$4K ﹤0.01%
191
+91
3889
$4K ﹤0.01%
+200
3890
$4K ﹤0.01%
347
+335
3891
$4K ﹤0.01%
50
+25
3892
$4K ﹤0.01%
+160
3893
$4K ﹤0.01%
142
+7
3894
$4K ﹤0.01%
+1
3895
$4K ﹤0.01%
+90
3896
$4K ﹤0.01%
122
3897
$4K ﹤0.01%
53
3898
$4K ﹤0.01%
+200
3899
$4K ﹤0.01%
+8
3900
$4K ﹤0.01%
1,040
+485
154 155
156
157 158