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
1326
$180K 0.01%
1,319
+15
1327
$179K 0.01%
6,703
-1,794
1328
$179K 0.01%
3,120
+1,152
1329
$178K 0.01%
6,830
1330
$178K 0.01%
4,556
+487
1331
$177K 0.01%
7,728
+4,239
1332
$177K 0.01%
6,668
+5,868
1333
$177K 0.01%
+7,559
1334
$176K 0.01%
6,799
+5,198
1335
$176K 0.01%
+4,212
1336
$176K 0.01%
1,952
+1,222
1337
$176K 0.01%
+11,400
1338
$176K 0.01%
1,952
+1,903
1339
$176K 0.01%
2,907
+2,669
1340
$176K 0.01%
1,377
+106
1341
$176K 0.01%
+2,686
1342
$175K 0.01%
+400
1343
$175K 0.01%
3,412
+3,324
1344
$175K 0.01%
+8,739
1345
$175K 0.01%
+11,710
1346
$174K 0.01%
+3,406
1347
$174K 0.01%
4,800
+4,352
1348
$174K 0.01%
2,844
+1,505
1349
$174K 0.01%
+1,455
1350
$174K 0.01%
2,129
+503
52 53
54
55 56