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
4276
$1K ﹤0.01%
+165
4277
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+7
4278
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+65
4279
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+12
4280
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13
-87
4281
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+48
4282
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+200
4283
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+200
4284
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+31
4285
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+38
4286
$1K ﹤0.01%
12
4287
$1K ﹤0.01%
+107
4288
$1K ﹤0.01%
+4
4289
$1K ﹤0.01%
+10
4290
$1K ﹤0.01%
184
4291
$1K ﹤0.01%
50
4292
$1K ﹤0.01%
+5
4293
$1K ﹤0.01%
+4
4294
$1K ﹤0.01%
+27
4295
$1K ﹤0.01%
+40
4296
$1K ﹤0.01%
+87
4297
$1K ﹤0.01%
+10
4298
$1K ﹤0.01%
6
-12
4299
$1K ﹤0.01%
+205
4300
$1K ﹤0.01%
+3
170 171
172
173 174