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
4151
$2K ﹤0.01%
+2
4152
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+65
4153
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43
4154
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+300
4155
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4156
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100
4157
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+254
4158
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+77
4159
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+200
4160
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+19
4161
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10
+7
4162
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4163
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2
+1
4164
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+130
4165
$2K ﹤0.01%
+81
4166
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137
+76
4167
$2K ﹤0.01%
+250
4168
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+32
4169
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+200
4170
$2K ﹤0.01%
+142
4171
$2K ﹤0.01%
21
-101
4172
$2K ﹤0.01%
59
+56
4173
$2K ﹤0.01%
+1
4174
$2K ﹤0.01%
+47
4175
$2K ﹤0.01%
52
165 166
167
168 169