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
4226
$2K ﹤0.01%
+42
4227
$2K ﹤0.01%
+498
4228
$2K ﹤0.01%
+141
4229
$2K ﹤0.01%
+1,220
4230
$2K ﹤0.01%
+253
4231
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13
4232
$2K ﹤0.01%
+25
4233
$2K ﹤0.01%
+175
4234
$2K ﹤0.01%
+154
4235
$2K ﹤0.01%
+46
4236
$2K ﹤0.01%
+220
4237
$2K ﹤0.01%
+32
4238
$2K ﹤0.01%
400
4239
$2K ﹤0.01%
+112
4240
$2K ﹤0.01%
64
+32
4241
$2K ﹤0.01%
15
+13
4242
$2K ﹤0.01%
+56
4243
$2K ﹤0.01%
+10
4244
$2K ﹤0.01%
+20
4245
$2K ﹤0.01%
+200
4246
$2K ﹤0.01%
+170
4247
– –
0
4248
$2K ﹤0.01%
+91
4249
$2K ﹤0.01%
+75
4250
$2K ﹤0.01%
+40
168 169
170
171 172