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
4151
$2K ﹤0.01%
+74
4152
$2K ﹤0.01%
+4
4153
$2K ﹤0.01%
+111
4154
$2K ﹤0.01%
264
+2
4155
$2K ﹤0.01%
20
+11
4156
$2K ﹤0.01%
+250
4157
$2K ﹤0.01%
+100
4158
$2K ﹤0.01%
+22
4159
– –
0
4160
$2K ﹤0.01%
+3
4161
$2K ﹤0.01%
+4
4162
$2K ﹤0.01%
+19
4163
$2K ﹤0.01%
+62
4164
$2K ﹤0.01%
+35
4165
$2K ﹤0.01%
3
4166
$2K ﹤0.01%
+2
4167
$2K ﹤0.01%
+65
4168
$2K ﹤0.01%
43
4169
$2K ﹤0.01%
+300
4170
$2K ﹤0.01%
+68
4171
$2K ﹤0.01%
+254
4172
$2K ﹤0.01%
+200
4173
$2K ﹤0.01%
+19
4174
$2K ﹤0.01%
10
+7
4175
$2K ﹤0.01%
+49
165 166
167
168 169