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
1801
$85K ﹤0.01%
+3,050
1802
$85K ﹤0.01%
2,079
+1,803
1803
$85K ﹤0.01%
1,279
-47,409
1804
$84K ﹤0.01%
4,332
+3,414
1805
$84K ﹤0.01%
1,358
+584
1806
$84K ﹤0.01%
3,706
+2,453
1807
$84K ﹤0.01%
765
+546
1808
$84K ﹤0.01%
+987
1809
$84K ﹤0.01%
+3,426
1810
$83K ﹤0.01%
1,980
+806
1811
$83K ﹤0.01%
1,702
+1,352
1812
$83K ﹤0.01%
743
+197
1813
$83K ﹤0.01%
2,430
+1,228
1814
$82K ﹤0.01%
1,856
+484
1815
$82K ﹤0.01%
1,137
-313
1816
$82K ﹤0.01%
4,665
+2,085
1817
$82K ﹤0.01%
+2,859
1818
$82K ﹤0.01%
8,678
+8,458
1819
$82K ﹤0.01%
+1,720
1820
$82K ﹤0.01%
1,403
+1,386
1821
$82K ﹤0.01%
+4,900
1822
$81K ﹤0.01%
742
+697
1823
$81K ﹤0.01%
1,414
+1,348
1824
$81K ﹤0.01%
9,611
-604
1825
$81K ﹤0.01%
3,065
+2,108
71 72
73
74 75