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
4401
$1K ﹤0.01%
70
-130
4402
$1K ﹤0.01%
+11
4403
$1K ﹤0.01%
+160
4404
$1K ﹤0.01%
+22
4405
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+11
4406
$1K ﹤0.01%
4
-180
4407
$1K ﹤0.01%
4
-156
4408
$1K ﹤0.01%
+8
4409
$1K ﹤0.01%
+21
4410
$1K ﹤0.01%
+5
4411
$1K ﹤0.01%
+20
4412
$1K ﹤0.01%
11
4413
$1K ﹤0.01%
20
4414
$1K ﹤0.01%
4
+1
4415
$1K ﹤0.01%
+3
4416
$1K ﹤0.01%
+27
4417
$1K ﹤0.01%
+16
4418
$1K ﹤0.01%
2
4419
$1K ﹤0.01%
+200
4420
$1K ﹤0.01%
100
4421
$1K ﹤0.01%
+3
4422
$1K ﹤0.01%
+25
4423
$1K ﹤0.01%
+500
4424
$1K ﹤0.01%
+166
4425
$1K ﹤0.01%
11
175 176
177
178 179