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
4301
$1K ﹤0.01%
+3
4302
$1K ﹤0.01%
2
4303
$1K ﹤0.01%
+265
4304
$1K ﹤0.01%
+47
4305
$1K ﹤0.01%
+40
4306
$1K ﹤0.01%
+1
4307
$1K ﹤0.01%
+2
4308
$1K ﹤0.01%
5
4309
$1K ﹤0.01%
162
4310
$1K ﹤0.01%
22
+11
4311
$1K ﹤0.01%
50
4312
$1K ﹤0.01%
+13
4313
$1K ﹤0.01%
+24
4314
$1K ﹤0.01%
+179
4315
$1K ﹤0.01%
+16
4316
$1K ﹤0.01%
+26
4317
$1K ﹤0.01%
32
-941
4318
$1K ﹤0.01%
+55
4319
$1K ﹤0.01%
+10
4320
$1K ﹤0.01%
+71
4321
$1K ﹤0.01%
+38
4322
$1K ﹤0.01%
+34
4323
$1K ﹤0.01%
+10
4324
$1K ﹤0.01%
115
4325
$1K ﹤0.01%
11
171 172
173
174 175