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
4451
$1K ﹤0.01%
41
4452
$1K ﹤0.01%
70
-130
4453
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+5
4454
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19
4455
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+8
4456
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+72
4457
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+75
4458
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16
4459
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+23
4460
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+18
4461
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13
+1
4462
– –
0
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50
-89
4464
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+7
4465
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+26
4466
$1K ﹤0.01%
+14
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+100
4468
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+60
4471
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+1
4472
$1K ﹤0.01%
+50
4473
$1K ﹤0.01%
+75
4474
$1K ﹤0.01%
+1
4475
$1K ﹤0.01%
+18
177 178
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