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
801
$553K 0.02%
17,130
+12,724
802
$553K 0.02%
7,894
+4,808
803
$552K 0.02%
5,063
-15,709
804
$552K 0.02%
5,091
+4,768
805
$551K 0.02%
20,380
+13,000
806
$551K 0.02%
12,353
+1,978
807
$549K 0.02%
30,042
-18,076
808
$548K 0.02%
+27,116
809
$547K 0.02%
+11,367
810
$544K 0.02%
32,258
+32,214
811
$544K 0.02%
+41,236
812
$544K 0.02%
4,979
+2,303
813
$543K 0.02%
4,530
+3,992
814
$540K 0.02%
28,315
+19,965
815
$539K 0.02%
8,075
+3,183
816
$538K 0.02%
6,448
+5,754
817
$538K 0.02%
6,833
-510
818
$537K 0.02%
10,245
+9,727
819
$534K 0.02%
4,954
+3,631
820
$532K 0.02%
4,540
+1,599
821
$528K 0.02%
9,598
+5,297
822
$527K 0.02%
7,976
+654
823
$527K 0.02%
13,885
+2,391
824
$527K 0.02%
8,099
+3,028
825
$527K 0.02%
27,576
+24,521
31 32
33
34 35