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
4126
$2K ﹤0.01%
+498
4127
$2K ﹤0.01%
+141
4128
$2K ﹤0.01%
+1,220
4129
$2K ﹤0.01%
+253
4130
$2K ﹤0.01%
13
4131
$2K ﹤0.01%
+61
4132
$2K ﹤0.01%
+74
4133
$2K ﹤0.01%
+40
4134
$2K ﹤0.01%
+247
4135
$2K ﹤0.01%
+25
4136
$2K ﹤0.01%
115
4137
$2K ﹤0.01%
+74
4138
$2K ﹤0.01%
+4
4139
$2K ﹤0.01%
+111
4140
$2K ﹤0.01%
264
+2
4141
$2K ﹤0.01%
20
+11
4142
$2K ﹤0.01%
+250
4143
$2K ﹤0.01%
+100
4144
$2K ﹤0.01%
+22
4145
– –
0
4146
$2K ﹤0.01%
+3
4147
$2K ﹤0.01%
+4
4148
$2K ﹤0.01%
+62
4149
$2K ﹤0.01%
+35
4150
$2K ﹤0.01%
3
164 165
166
167 168