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
1851
$79K ﹤0.01%
3,552
+2,655
1852
$79K ﹤0.01%
+2,400
1853
$78K ﹤0.01%
1,030
+832
1854
$78K ﹤0.01%
1,007
+902
1855
$78K ﹤0.01%
1,576
+469
1856
$78K ﹤0.01%
2,062
+496
1857
$78K ﹤0.01%
+6,530
1858
$78K ﹤0.01%
2,561
+1,856
1859
$78K ﹤0.01%
+1,600
1860
$78K ﹤0.01%
1,150
-936
1861
$78K ﹤0.01%
1,560
+1,421
1862
$78K ﹤0.01%
519
+384
1863
$78K ﹤0.01%
1,586
+301
1864
$77K ﹤0.01%
+1,861
1865
$77K ﹤0.01%
3,855
1866
$77K ﹤0.01%
2,447
+436
1867
$77K ﹤0.01%
1,868
+1,825
1868
$77K ﹤0.01%
+9,667
1869
$77K ﹤0.01%
+416
1870
$77K ﹤0.01%
3,840
+3,422
1871
$77K ﹤0.01%
+6,562
1872
$77K ﹤0.01%
3,216
1873
$76K ﹤0.01%
580
+90
1874
$76K ﹤0.01%
8,524
+747
1875
$76K ﹤0.01%
+326
73 74
75
76 77