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
351
$2.21M 0.06%
3,071
-182
352
$2.2M 0.06%
10,542
+2,556
353
$2.2M 0.06%
8,445
+5,673
354
$2.19M 0.06%
46,334
-5,579
355
$2.19M 0.06%
14,490
+1,888
356
$2.16M 0.06%
59,740
-93
357
$2.14M 0.06%
68,748
+1,874
358
$2.14M 0.06%
95,054
-50,883
359
$2.14M 0.06%
28,107
+1,523
360
$2.13M 0.06%
2,678
+115
361
$2.13M 0.06%
38,527
+5,449
362
$2.13M 0.06%
11,576
+3,027
363
$2.13M 0.06%
92,657
-49,567
364
$2.13M 0.06%
28,309
+1,768
365
$2.12M 0.05%
105,361
+3,153
366
$2.11M 0.05%
52,788
-23,593
367
$2.1M 0.05%
78,550
+24,311
368
$2.1M 0.05%
52,914
-2,042
369
$2.1M 0.05%
14,722
+379
370
$2.1M 0.05%
15,654
-13,782
371
$2.09M 0.05%
12,345
+10,835
372
$2.09M 0.05%
40,251
+12,747
373
$2.09M 0.05%
11,042
-686
374
$2.08M 0.05%
4,166
+290
375
$2.08M 0.05%
6,310
+2,617
13 14
15
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