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
4201
$2K ﹤0.01%
+20
4202
$2K ﹤0.01%
100
4203
$2K ﹤0.01%
+128
4204
$2K ﹤0.01%
136
+68
4205
$2K ﹤0.01%
+62
4206
$2K ﹤0.01%
+80
4207
$2K ﹤0.01%
+253
4208
$2K ﹤0.01%
+24
4209
$2K ﹤0.01%
+100
4210
$2K ﹤0.01%
+76
4211
$2K ﹤0.01%
+29
4212
$2K ﹤0.01%
+1
4213
$2K ﹤0.01%
+62
4214
$2K ﹤0.01%
+775
4215
$2K ﹤0.01%
+30
4216
$2K ﹤0.01%
+33
4217
$2K ﹤0.01%
+250
4218
$2K ﹤0.01%
24
4219
$2K ﹤0.01%
+91
4220
$2K ﹤0.01%
+40
4221
$2K ﹤0.01%
+582
4222
$2K ﹤0.01%
19
+8
4223
$2K ﹤0.01%
405
+105
4224
$2K ﹤0.01%
+25
4225
$2K ﹤0.01%
+75
167 168
169
170 171