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
3976
$3K ﹤0.01%
+137
3977
$3K ﹤0.01%
+195
3978
$3K ﹤0.01%
56
+36
3979
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+51
3980
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+174
3981
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100
-78
3982
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3983
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+124
3984
$3K ﹤0.01%
16
-209
3985
$3K ﹤0.01%
+336
3986
$3K ﹤0.01%
+90
3987
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46
3988
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52
+7
3989
$3K ﹤0.01%
+50
3990
$3K ﹤0.01%
+22
3991
$3K ﹤0.01%
+31
3992
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147
3993
$3K ﹤0.01%
+154
3994
$3K ﹤0.01%
+200
3995
$3K ﹤0.01%
+94
3996
$3K ﹤0.01%
+141
3997
$3K ﹤0.01%
+43
3998
$3K ﹤0.01%
110
-290
3999
$3K ﹤0.01%
+109
4000
$3K ﹤0.01%
+17
158 159
160
161 162