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
4101
$2K ﹤0.01%
+2,030
4102
$2K ﹤0.01%
+71
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%
+10
4113
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+17
4114
$2K ﹤0.01%
100
4115
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29
-36
4116
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+2
4117
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150
4118
– –
0
4119
$2K ﹤0.01%
+19
4120
$2K ﹤0.01%
+61
4121
$2K ﹤0.01%
+9
4122
$2K ﹤0.01%
+50
4123
$2K ﹤0.01%
+5
4124
$2K ﹤0.01%
100
4125
$2K ﹤0.01%
+8
163 164
165
166 167