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
4076
$2K ﹤0.01%
110
+100
4077
$2K ﹤0.01%
102
+2
4078
$2K ﹤0.01%
120
4079
– –
0
4080
$2K ﹤0.01%
+57
4081
$2K ﹤0.01%
332
4082
$2K ﹤0.01%
+50
4083
$2K ﹤0.01%
1,200
4084
$2K ﹤0.01%
+100
4085
$2K ﹤0.01%
32
4086
$2K ﹤0.01%
+10
4087
$2K ﹤0.01%
+554
4088
$2K ﹤0.01%
+15
4089
$2K ﹤0.01%
+140
4090
– –
0
4091
$2K ﹤0.01%
+13
4092
$2K ﹤0.01%
+120
4093
– –
0
4094
$2K ﹤0.01%
+700
4095
$2K ﹤0.01%
+27
4096
$2K ﹤0.01%
190
+50
4097
$2K ﹤0.01%
+2
4098
$2K ﹤0.01%
+6
4099
$2K ﹤0.01%
+175
4100
$2K ﹤0.01%
81
+44
162 163
164
165 166