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
4501
$1K ﹤0.01%
+48
4502
$1K ﹤0.01%
+200
4503
$1K ﹤0.01%
+200
4504
$1K ﹤0.01%
+31
4505
$1K ﹤0.01%
12
4506
$1K ﹤0.01%
+107
4507
$1K ﹤0.01%
+4
4508
$1K ﹤0.01%
184
4509
$1K ﹤0.01%
50
4510
$1K ﹤0.01%
+5
4511
$1K ﹤0.01%
+4
4512
$1K ﹤0.01%
+27
4513
$1K ﹤0.01%
+40
4514
$1K ﹤0.01%
+87
4515
$1K ﹤0.01%
+10
4516
$1K ﹤0.01%
6
-12
4517
$1K ﹤0.01%
+205
4518
$1K ﹤0.01%
+3
4519
$1K ﹤0.01%
4
-156
4520
$1K ﹤0.01%
+8
4521
$1K ﹤0.01%
2
4522
$1K ﹤0.01%
+265
4523
$1K ﹤0.01%
+47
4524
$1K ﹤0.01%
+1
4525
$1K ﹤0.01%
+2
179 180
181
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