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
1026
$332K 0.01%
4,037
+2,375
1027
$332K 0.01%
7,218
+1,153
1028
$331K 0.01%
516
+392
1029
$330K 0.01%
9,412
+8,793
1030
$329K 0.01%
13,139
+12,298
1031
$328K 0.01%
5,906
+3,895
1032
$328K 0.01%
6,531
+1,368
1033
$327K 0.01%
17,672
+11,611
1034
$325K 0.01%
10,736
+10,067
1035
$324K 0.01%
8,451
+4,218
1036
$324K 0.01%
13,192
+12,092
1037
$322K 0.01%
12,439
+11,923
1038
$322K 0.01%
9,784
+5,625
1039
$321K 0.01%
1,973
+461
1040
$319K 0.01%
+12,622
1041
$315K 0.01%
17,251
-49
1042
$315K 0.01%
4,048
+3,804
1043
$315K 0.01%
250
1044
$314K 0.01%
2,666
+2,162
1045
$313K 0.01%
4,146
+1,583
1046
$313K 0.01%
3,522
+3,452
1047
$313K 0.01%
3,068
+2,102
1048
$313K 0.01%
2,219
+1,894
1049
$313K 0.01%
8,715
+6,620
1050
$311K 0.01%
16,449
+16,283
40 41
42
43 44