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
4351
$1K ﹤0.01%
+50
4352
$1K ﹤0.01%
+1
4353
$1K ﹤0.01%
+14
4354
$1K ﹤0.01%
+27
4355
$1K ﹤0.01%
8
+2
4356
$1K ﹤0.01%
200
-500
4357
$1K ﹤0.01%
200
4358
$1K ﹤0.01%
5
4359
– –
0
4360
– –
0
4361
$1K ﹤0.01%
+66
4362
$1K ﹤0.01%
+87
4363
$1K ﹤0.01%
+111
4364
$1K ﹤0.01%
11
4365
$1K ﹤0.01%
+4
4366
$1K ﹤0.01%
+21
4367
$1K ﹤0.01%
5
4368
$1K ﹤0.01%
14
-2
4369
$1K ﹤0.01%
+12
4370
$1K ﹤0.01%
+24
4371
$1K ﹤0.01%
+5
4372
$1K ﹤0.01%
+11
4373
$1K ﹤0.01%
+2
4374
$1K ﹤0.01%
+1
4375
$1K ﹤0.01%
6,660
173 174
175
176 177