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
4376
$1K ﹤0.01%
+20
4377
$1K ﹤0.01%
+130
4378
– –
0
4379
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3
4380
$1K ﹤0.01%
70
4381
$1K ﹤0.01%
+39
4382
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+2
4383
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+100
4384
$1K ﹤0.01%
+6
4385
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+13
4386
$1K ﹤0.01%
54
4387
$1K ﹤0.01%
+17
4388
$1K ﹤0.01%
+103
4389
$1K ﹤0.01%
+111
4390
$1K ﹤0.01%
+3
4391
$1K ﹤0.01%
2
4392
$1K ﹤0.01%
+6
4393
$1K ﹤0.01%
+39
4394
$1K ﹤0.01%
21
-12,569
4395
$1K ﹤0.01%
+2
4396
$1K ﹤0.01%
+54
4397
$1K ﹤0.01%
+113
4398
$1K ﹤0.01%
+58
4399
$1K ﹤0.01%
23
-3
4400
$1K ﹤0.01%
+5
174 175
176
177 178