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
4176
$2K ﹤0.01%
2
+1
4177
$2K ﹤0.01%
+130
4178
$2K ﹤0.01%
+81
4179
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137
+76
4180
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+250
4181
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21
-101
4182
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59
+56
4183
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+1
4184
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+47
4185
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52
4186
$2K ﹤0.01%
60
4187
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47
4188
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211
+26
4189
$2K ﹤0.01%
130
4190
$2K ﹤0.01%
41
4191
$2K ﹤0.01%
+500
4192
$2K ﹤0.01%
+90
4193
$2K ﹤0.01%
+28
4194
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+53
4195
$2K ﹤0.01%
+104
4196
$2K ﹤0.01%
120
4197
$2K ﹤0.01%
102
4198
$2K ﹤0.01%
+5
4199
$2K ﹤0.01%
+74
4200
$2K ﹤0.01%
+5
166 167
168
169 170