IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
4026
$3K ﹤0.01%
+24
4027
$3K ﹤0.01%
+30
4028
$3K ﹤0.01%
200
4029
$3K ﹤0.01%
+21
4030
$3K ﹤0.01%
+500
4031
$3K ﹤0.01%
712
+252
4032
$3K ﹤0.01%
110
-290
4033
$3K ﹤0.01%
+109
4034
$3K ﹤0.01%
+17
4035
$3K ﹤0.01%
+220
4036
$3K ﹤0.01%
+68
4037
$3K ﹤0.01%
+13
4038
$3K ﹤0.01%
84
+9
4039
$3K ﹤0.01%
+12
4040
$3K ﹤0.01%
+12
4041
$3K ﹤0.01%
+185
4042
$3K ﹤0.01%
+1,000
4043
$3K ﹤0.01%
7,000
4044
$3K ﹤0.01%
30
-5,949
4045
$3K ﹤0.01%
+63
4046
$3K ﹤0.01%
+375
4047
$3K ﹤0.01%
+58
4048
$3K ﹤0.01%
+255
4049
$3K ﹤0.01%
+21
4050
$3K ﹤0.01%
+132
160 161
162
163 164