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
4251
$2K ﹤0.01%
+121
4252
$2K ﹤0.01%
20
-30
4253
$2K ﹤0.01%
81
-500
4254
$1K ﹤0.01%
8
-506
4255
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+73
4256
$1K ﹤0.01%
+5
4257
$1K ﹤0.01%
+21
4258
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+28
4259
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+32
4260
$1K ﹤0.01%
+400
4261
$1K ﹤0.01%
18
4262
$1K ﹤0.01%
+30
4263
$1K ﹤0.01%
5
4264
$1K ﹤0.01%
15
4265
$1K ﹤0.01%
5
4266
$1K ﹤0.01%
+1,001
4267
$1K ﹤0.01%
19
4268
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+38
4269
$1K ﹤0.01%
+1
4270
$1K ﹤0.01%
5
4271
$1K ﹤0.01%
162
4272
$1K ﹤0.01%
22
+11
4273
$1K ﹤0.01%
50
4274
$1K ﹤0.01%
+13
4275
$1K ﹤0.01%
+24
169 170
171
172 173