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
3901
$4K ﹤0.01%
+322
3902
$4K ﹤0.01%
+102
3903
$4K ﹤0.01%
+19
3904
$4K ﹤0.01%
93
+78
3905
$4K ﹤0.01%
+48
3906
$4K ﹤0.01%
464
+248
3907
$4K ﹤0.01%
+184
3908
$4K ﹤0.01%
+151
3909
$4K ﹤0.01%
+343
3910
$4K ﹤0.01%
+179
3911
$4K ﹤0.01%
416
+400
3912
– –
0
3913
$4K ﹤0.01%
+43
3914
$4K ﹤0.01%
71
+1
3915
$4K ﹤0.01%
142
+26
3916
$4K ﹤0.01%
+867
3917
$4K ﹤0.01%
15
+7
3918
$4K ﹤0.01%
+500
3919
$4K ﹤0.01%
+222
3920
$4K ﹤0.01%
1
3921
$4K ﹤0.01%
56
+16
3922
$4K ﹤0.01%
+1,300
3923
$4K ﹤0.01%
+10
3924
– –
0
3925
$4K ﹤0.01%
17
155 156
157
158 159