IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.85B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,198
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$12.3M
3
+$10.1M
4
FNV icon
Franco-Nevada
FNV
+$9.51M
5
HDV
iShares Core High Dividend ETF
HDV
+$8.84M

Top Sells

1
+$23.7M
2
+$10.7M
3
+$9.75M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.76M
5
VTV icon
Vanguard Value ETF
VTV
+$7.56M

Sector Composition

1 Technology 11.72%
2 Financials 4.45%
3 Consumer Discretionary 3.39%
4 Industrials 3.28%
5 Healthcare 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.02M 0.08%
76,924
-2,537
277
$3.01M 0.08%
39,901
-1,516
278
$2.99M 0.08%
31,874
-5,488
279
$2.98M 0.08%
50,697
-1,729
280
$2.97M 0.08%
47,258
+269
281
$2.97M 0.08%
12,030
+415
282
$2.95M 0.08%
10,240
+174
283
$2.94M 0.08%
23,748
-649
284
$2.94M 0.08%
32,467
-1,853
285
$2.93M 0.08%
7,822
+1,488
286
$2.91M 0.08%
63,136
+12,207
287
$2.91M 0.08%
112,638
+38,567
288
$2.9M 0.08%
262,852
+2,818
289
$2.9M 0.08%
56,904
+1,098
290
$2.89M 0.08%
35,073
+1,125
291
$2.89M 0.07%
17,348
+718
292
$2.84M 0.07%
85,009
+6,812
293
$2.83M 0.07%
20,181
+967
294
$2.83M 0.07%
37,420
+18,976
295
$2.82M 0.07%
3,652
+997
296
$2.81M 0.07%
126,691
-7,155
297
$2.79M 0.07%
58,274
+8,057
298
$2.79M 0.07%
29,747
-1,994
299
$2.78M 0.07%
4,515
-7
300
$2.75M 0.07%
70,823
-3,520
10 11
12
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