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
1176
$243K 0.01%
6,328
+6,021
1177
$242K 0.01%
+463
1178
$242K 0.01%
2,605
+2,600
1179
$242K 0.01%
2,013
-989
1180
$242K 0.01%
18,350
-2,282
1181
$242K 0.01%
3,690
-73
1182
$242K 0.01%
4,919
+4,569
1183
$242K 0.01%
10,756
+8,905
1184
$241K 0.01%
9,715
+8,402
1185
$239K 0.01%
3,785
+3,211
1186
$238K 0.01%
9,027
+4,633
1187
$238K 0.01%
1,133
+738
1188
$238K 0.01%
+3,620
1189
$237K 0.01%
11,324
+4,405
1190
$236K 0.01%
599
+523
1191
$236K 0.01%
3,593
+3,340
1192
$235K 0.01%
+17,855
1193
$235K 0.01%
9,510
+4,048
1194
$234K 0.01%
3,662
+1,339
1195
$233K 0.01%
14,783
+588
1196
$233K 0.01%
2,558
+838
1197
$233K 0.01%
1,560
+466
1198
$233K 0.01%
+38,393
1199
$233K 0.01%
4,476
+1,373
1200
$232K 0.01%
8,108
+4,820
46 47
48
49 50