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
3951
$3K ﹤0.01%
101
+1
3952
$3K ﹤0.01%
+149
3953
$3K ﹤0.01%
+2
3954
$3K ﹤0.01%
+41
3955
$3K ﹤0.01%
303
3956
$3K ﹤0.01%
+200
3957
$3K ﹤0.01%
+70
3958
$3K ﹤0.01%
+50
3959
$3K ﹤0.01%
+138
3960
$3K ﹤0.01%
43
3961
$3K ﹤0.01%
+9
3962
$3K ﹤0.01%
+19
3963
$3K ﹤0.01%
12
+6
3964
$3K ﹤0.01%
600
3965
$3K ﹤0.01%
57
3966
$3K ﹤0.01%
+100
3967
$3K ﹤0.01%
+150
3968
$3K ﹤0.01%
100
3969
$3K ﹤0.01%
4,000
+2,000
3970
$3K ﹤0.01%
69
-35,293
3971
$3K ﹤0.01%
+20
3972
$3K ﹤0.01%
+137
3973
$3K ﹤0.01%
+160
3974
$3K ﹤0.01%
+61
3975
$3K ﹤0.01%
+23
157 158
159
160 161