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
1551
$124K ﹤0.01%
535
-26
1552
$124K ﹤0.01%
+13,013
1553
$123K ﹤0.01%
+5,685
1554
$123K ﹤0.01%
438
+184
1555
$123K ﹤0.01%
2,457
+255
1556
$123K ﹤0.01%
+8,595
1557
$123K ﹤0.01%
866
+195
1558
$123K ﹤0.01%
8,789
-2,673
1559
$123K ﹤0.01%
+9,510
1560
$122K ﹤0.01%
3,750
+3,260
1561
$121K ﹤0.01%
497
+267
1562
$121K ﹤0.01%
163,423
+63,423
1563
$121K ﹤0.01%
9,609
+6,831
1564
$121K ﹤0.01%
1,605
+172
1565
$121K ﹤0.01%
7,577
+7,294
1566
$121K ﹤0.01%
133
+15
1567
$121K ﹤0.01%
+2,706
1568
$121K ﹤0.01%
602
+515
1569
$121K ﹤0.01%
2,019
+179
1570
$121K ﹤0.01%
+419
1571
$120K ﹤0.01%
6,166
+5,766
1572
$120K ﹤0.01%
3,581
+2,579
1573
$120K ﹤0.01%
1,510
+1,198
1574
$120K ﹤0.01%
3,955
+3,746
1575
$120K ﹤0.01%
4,959
-1,329
61 62
63
64 65