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
4201
$2K ﹤0.01%
100
4202
$2K ﹤0.01%
+40
4203
$2K ﹤0.01%
+582
4204
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19
+8
4205
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405
+105
4206
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+25
4207
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+75
4208
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+42
4209
$2K ﹤0.01%
+25
4210
$2K ﹤0.01%
+175
4211
$2K ﹤0.01%
+154
4212
$2K ﹤0.01%
+46
4213
$2K ﹤0.01%
+220
4214
$2K ﹤0.01%
+32
4215
$2K ﹤0.01%
400
4216
$2K ﹤0.01%
+112
4217
$2K ﹤0.01%
64
+32
4218
$2K ﹤0.01%
15
+13
4219
$2K ﹤0.01%
+56
4220
$2K ﹤0.01%
+10
4221
$2K ﹤0.01%
+20
4222
$2K ﹤0.01%
+200
4223
$2K ﹤0.01%
+170
4224
– –
0
4225
$2K ﹤0.01%
+91
167 168
169
170 171