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
4301
$1K ﹤0.01%
+11
4302
$1K ﹤0.01%
+18
4303
$1K ﹤0.01%
7
+6
4304
$1K ﹤0.01%
+1
4305
$1K ﹤0.01%
3
4306
$1K ﹤0.01%
15
-1,374
4307
$1K ﹤0.01%
6
4308
$1K ﹤0.01%
+86
4309
$1K ﹤0.01%
+1
4310
$1K ﹤0.01%
+8
4311
– –
0
4312
– –
-5
4313
$1K ﹤0.01%
15
4314
– –
0
4315
$1K ﹤0.01%
+50
4316
$1K ﹤0.01%
75
4317
$1K ﹤0.01%
+101
4318
$1K ﹤0.01%
+91
4319
$1K ﹤0.01%
+10
4320
$1K ﹤0.01%
+108
4321
$1K ﹤0.01%
3
4322
$1K ﹤0.01%
+30
4323
$1K ﹤0.01%
+595
4324
$1K ﹤0.01%
+87
4325
$1K ﹤0.01%
+111
171 172
173
174 175