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
4326
$1K ﹤0.01%
+42
4327
$1K ﹤0.01%
+7
4328
$1K ﹤0.01%
+100
4329
$1K ﹤0.01%
+4
4330
$1K ﹤0.01%
+30
4331
$1K ﹤0.01%
+25
4332
$1K ﹤0.01%
2
4333
$1K ﹤0.01%
+200
4334
$1K ﹤0.01%
100
4335
$1K ﹤0.01%
+3
4336
$1K ﹤0.01%
+25
4337
$1K ﹤0.01%
+500
4338
$1K ﹤0.01%
+166
4339
$1K ﹤0.01%
11
4340
$1K ﹤0.01%
52
4341
$1K ﹤0.01%
+5
4342
$1K ﹤0.01%
+24
4343
$1K ﹤0.01%
+19
4344
$1K ﹤0.01%
1
4345
$1K ﹤0.01%
+103
4346
$1K ﹤0.01%
34
4347
$1K ﹤0.01%
+8
4348
$1K ﹤0.01%
+31
4349
$1K ﹤0.01%
8
4350
$1K ﹤0.01%
+35
172 173
174
175 176