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
3926
$4K ﹤0.01%
+350
3927
$4K ﹤0.01%
49
+44
3928
$4K ﹤0.01%
112
3929
$4K ﹤0.01%
155
+136
3930
$4K ﹤0.01%
433
+33
3931
$4K ﹤0.01%
250
3932
$4K ﹤0.01%
+88
3933
$4K ﹤0.01%
375
3934
$4K ﹤0.01%
249
3935
$4K ﹤0.01%
+1,000
3936
$4K ﹤0.01%
10
3937
$3K ﹤0.01%
+16
3938
$3K ﹤0.01%
+42
3939
$3K ﹤0.01%
+130
3940
$3K ﹤0.01%
+400
3941
$3K ﹤0.01%
+100
3942
$3K ﹤0.01%
400
-715
3943
$3K ﹤0.01%
+205
3944
$3K ﹤0.01%
+7
3945
$3K ﹤0.01%
+375
3946
$3K ﹤0.01%
+100
3947
$3K ﹤0.01%
+230
3948
$3K ﹤0.01%
+111
3949
$3K ﹤0.01%
+51
3950
$3K ﹤0.01%
+110
156 157
158
159 160