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
426
$1.57M 0.05%
4,500
+1,778
427
$1.57M 0.05%
17,769
+9,187
428
$1.56M 0.05%
62,481
+52,312
429
$1.56M 0.05%
74,764
+61,759
430
$1.56M 0.05%
27,471
+21,652
431
$1.56M 0.05%
+74,015
432
$1.56M 0.05%
10,034
+4,997
433
$1.56M 0.05%
29,892
-5,159
434
$1.56M 0.05%
28,316
+2,527
435
$1.55M 0.05%
+31,122
436
$1.54M 0.05%
15,426
+8,592
437
$1.54M 0.05%
41,541
+40,080
438
$1.54M 0.05%
58,232
+41,108
439
$1.53M 0.05%
67,775
+64,793
440
$1.52M 0.05%
17,873
+17,297
441
– –
-174
442
$1.52M 0.05%
32,672
+31,256
443
$1.51M 0.05%
50,745
+49,128
444
$1.5M 0.05%
24,968
-139,119
445
$1.5M 0.05%
43,423
-164,246
446
$1.49M 0.05%
13,803
+11,582
447
$1.49M 0.05%
+74,029
448
$1.48M 0.05%
35,458
+5,996
449
$1.48M 0.05%
28,281
+25,747
450
$1.47M 0.05%
149,574
+80,841
16 17
18
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