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
4051
$3K ﹤0.01%
+1,000
4052
$3K ﹤0.01%
+300
4053
$3K ﹤0.01%
+100
4054
$3K ﹤0.01%
+5
4055
$3K ﹤0.01%
78
4056
$3K ﹤0.01%
+27
4057
$3K ﹤0.01%
+116
4058
$3K ﹤0.01%
+54
4059
$2K ﹤0.01%
1,200
4060
$2K ﹤0.01%
26
4061
$2K ﹤0.01%
8
-937
4062
$2K ﹤0.01%
+100
4063
$2K ﹤0.01%
32
4064
$2K ﹤0.01%
+10
4065
$2K ﹤0.01%
+554
4066
$2K ﹤0.01%
+15
4067
$2K ﹤0.01%
+140
4068
– –
0
4069
$2K ﹤0.01%
+13
4070
$2K ﹤0.01%
+8
4071
$2K ﹤0.01%
+120
4072
– –
0
4073
$2K ﹤0.01%
+700
4074
$2K ﹤0.01%
+27
4075
$2K ﹤0.01%
+128
161 162
163
164 165