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
4401
$1K ﹤0.01%
+20
4402
$1K ﹤0.01%
11
4403
$1K ﹤0.01%
20
4404
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4
+1
4405
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+3
4406
– –
0
4407
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9
4408
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+20
4409
$1K ﹤0.01%
+10
4410
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+40
4411
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+25
4412
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34
-695
4413
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30
4414
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+14
4415
$1K ﹤0.01%
+100
4416
$1K ﹤0.01%
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4417
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13
4418
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8
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4419
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67
-333
4420
$1K ﹤0.01%
+50
4421
$1K ﹤0.01%
+21
4422
$1K ﹤0.01%
+3
4423
$1K ﹤0.01%
+3
4424
$1K ﹤0.01%
+14
4425
$1K ﹤0.01%
+200
175 176
177
178 179