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
4501
$1K ﹤0.01%
+72
4502
$1K ﹤0.01%
+75
4503
$1K ﹤0.01%
16
4504
$1K ﹤0.01%
+23
4505
$1K ﹤0.01%
+18
4506
$1K ﹤0.01%
19
4507
$1K ﹤0.01%
+60
4508
$1K ﹤0.01%
+1
4509
$1K ﹤0.01%
+50
4510
$1K ﹤0.01%
+75
4511
$1K ﹤0.01%
+1
4512
$1K ﹤0.01%
+18
4513
$1K ﹤0.01%
+77
4514
$1K ﹤0.01%
200
-200
4515
$1K ﹤0.01%
+63
4516
$1K ﹤0.01%
26
4517
$1K ﹤0.01%
+16
4518
$1K ﹤0.01%
+6
4519
$1K ﹤0.01%
6
4520
$1K ﹤0.01%
51
4521
$1K ﹤0.01%
+300
4522
$1K ﹤0.01%
15
-1,500
4523
$1K ﹤0.01%
10
4524
$1K ﹤0.01%
+1
4525
$1K ﹤0.01%
6
-18
179 180
181
182 183