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
4101
$2K ﹤0.01%
208
4102
$2K ﹤0.01%
+93
4103
$2K ﹤0.01%
+244
4104
$2K ﹤0.01%
+50
4105
– –
0
4106
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+70
4107
$2K ﹤0.01%
4
+2
4108
$2K ﹤0.01%
+103
4109
$2K ﹤0.01%
+110
4110
$2K ﹤0.01%
+125
4111
$2K ﹤0.01%
+500
4112
$2K ﹤0.01%
+106
4113
$2K ﹤0.01%
+10
4114
$2K ﹤0.01%
+17
4115
$2K ﹤0.01%
100
4116
$2K ﹤0.01%
29
-36
4117
$2K ﹤0.01%
+2
4118
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150
4119
– –
0
4120
$2K ﹤0.01%
+19
4121
$2K ﹤0.01%
+9
4122
$2K ﹤0.01%
+50
4123
$2K ﹤0.01%
+53
4124
$2K ﹤0.01%
+5
4125
$2K ﹤0.01%
+19
163 164
165
166 167