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
4226
$2K ﹤0.01%
+75
4227
$2K ﹤0.01%
+40
4228
$2K ﹤0.01%
+121
4229
$2K ﹤0.01%
20
-30
4230
$2K ﹤0.01%
81
-500
4231
$2K ﹤0.01%
72
4232
$2K ﹤0.01%
+142
4233
$2K ﹤0.01%
145
4234
$2K ﹤0.01%
+82
4235
$2K ﹤0.01%
+18
4236
$2K ﹤0.01%
+34
4237
$2K ﹤0.01%
19
-9
4238
$2K ﹤0.01%
+69
4239
$2K ﹤0.01%
53
4240
$2K ﹤0.01%
+39
4241
$2K ﹤0.01%
+35
4242
$2K ﹤0.01%
+100
4243
$2K ﹤0.01%
+63
4244
$2K ﹤0.01%
+20
4245
$2K ﹤0.01%
34
+22
4246
$2K ﹤0.01%
70
+2
4247
$2K ﹤0.01%
110
+100
4248
$2K ﹤0.01%
102
+2
4249
$2K ﹤0.01%
120
4250
– –
0
168 169
170
171 172