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
4326
$1K ﹤0.01%
+15
4327
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40
4328
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21
-7
4329
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+65
4330
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+43
4331
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50
4332
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+120
4333
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32
4334
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+48
4335
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+56
4336
$1K ﹤0.01%
+18
4337
$1K ﹤0.01%
7
+6
4338
– –
0
4339
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3
4340
$1K ﹤0.01%
15
-1,374
4341
$1K ﹤0.01%
6
4342
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+86
4343
$1K ﹤0.01%
+1
4344
$1K ﹤0.01%
+8
4345
– –
0
4346
– –
-5
4347
$1K ﹤0.01%
15
4348
– –
0
4349
$1K ﹤0.01%
+50
4350
$1K ﹤0.01%
75
172 173
174
175 176