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
3926
$1.08K ﹤0.01%
24
-1
3927
$1.08K ﹤0.01%
545
-300
3928
$1.08K ﹤0.01%
+534
3929
$1.07K ﹤0.01%
17
+7
3930
$1.07K ﹤0.01%
350
+242
3931
$1.07K ﹤0.01%
90
+32
3932
$1.07K ﹤0.01%
44
+37
3933
$1.07K ﹤0.01%
16
+6
3934
$1.07K ﹤0.01%
+59
3935
$1.07K ﹤0.01%
+73
3936
$1.06K ﹤0.01%
30
3937
$1.06K ﹤0.01%
53
+1
3938
$1.06K ﹤0.01%
185
-85
3939
$1.06K ﹤0.01%
140
-158
3940
$1.06K ﹤0.01%
500
3941
$1.06K ﹤0.01%
39
+17
3942
$1.06K ﹤0.01%
21
-6
3943
$1.06K ﹤0.01%
60
+27
3944
$1.06K ﹤0.01%
+5
3945
$1.05K ﹤0.01%
42
+14
3946
$1.05K ﹤0.01%
37
+4
3947
$1.04K ﹤0.01%
38
-3
3948
$1.04K ﹤0.01%
951
-174
3949
$1.03K ﹤0.01%
+6
3950
$1.03K ﹤0.01%
+43
156 157
158
159 160