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
$3.52B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,107
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$15.5M
3
+$14.8M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$12.4M
5
VTV icon
Vanguard Value ETF
VTV
+$9.84M

Top Sells

1
+$19.9M
2
+$18.8M
3
+$17M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$16.4M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$15.4M

Sector Composition

1 Technology 11.78%
2 Financials 4.78%
3 Consumer Discretionary 3.56%
4 Industrials 3.41%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3126
$7.08K ﹤0.01%
1,200
+1,000
3127
$7.08K ﹤0.01%
670
+201
3128
$7.07K ﹤0.01%
+271
3129
$7.07K ﹤0.01%
179
3130
– –
0
3131
– –
0
3132
$7.04K ﹤0.01%
+128
3133
$7.02K ﹤0.01%
527
-26
3134
$7.02K ﹤0.01%
88
-9
3135
$7.01K ﹤0.01%
41
+34
3136
$7K ﹤0.01%
66
-40
3137
$7K ﹤0.01%
247
+238
3138
$6.96K ﹤0.01%
+215
3139
$6.95K ﹤0.01%
963
+5
3140
$6.94K ﹤0.01%
155
+37
3141
$6.94K ﹤0.01%
70
-12
3142
$6.92K ﹤0.01%
950
-520
3143
$6.91K ﹤0.01%
157
3144
– –
0
3145
$6.91K ﹤0.01%
+105
3146
$6.89K ﹤0.01%
420
3147
$6.89K ﹤0.01%
+143
3148
$6.89K ﹤0.01%
70
+21
3149
$6.86K ﹤0.01%
+1,113
3150
– –
-9
124 125
126
127 128