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
776
$584K 0.02%
16,056
+12,517
777
$583K 0.02%
5,923
+4,532
778
$580K 0.02%
22,685
+8,954
779
$579K 0.02%
11,953
+10,582
780
$578K 0.02%
69,507
+52,232
781
$576K 0.02%
19,543
+9,181
782
$576K 0.02%
5,691
+3,055
783
$576K 0.02%
26,035
+1,359
784
$576K 0.02%
5,613
+2,295
785
$575K 0.02%
10,294
+6,666
786
$574K 0.02%
+16,589
787
$571K 0.02%
3,954
+1,686
788
$571K 0.02%
22,703
+22,096
789
$571K 0.02%
4,877
+2,806
790
$564K 0.02%
10,852
+7,530
791
$562K 0.02%
8,102
-484
792
$561K 0.02%
7,532
+7,032
793
$561K 0.02%
10,851
+9,432
794
$561K 0.02%
4,588
+2,695
795
$561K 0.02%
1,479
+1,028
796
$560K 0.02%
8,810
+6,917
797
$559K 0.02%
5,502
+4,886
798
$558K 0.02%
6,570
+4,811
799
$557K 0.02%
11,103
+10,066
800
$555K 0.02%
+22,293
30 31
32
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