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
3951
$1.03K ﹤0.01%
20
-231
3952
$1.03K ﹤0.01%
12
3953
$1.03K ﹤0.01%
789
-30
3954
$1.03K ﹤0.01%
22
-135
3955
$1.02K ﹤0.01%
+71
3956
$1.02K ﹤0.01%
26
+12
3957
$1.02K ﹤0.01%
+26
3958
$1.02K ﹤0.01%
197
+116
3959
$1.02K ﹤0.01%
414
-25
3960
$1.02K ﹤0.01%
24
+9
3961
$1.01K ﹤0.01%
27,106
-2,757
3962
$1.01K ﹤0.01%
+243
3963
$1.01K ﹤0.01%
92
+10
3964
$1K ﹤0.01%
85
-93
3965
$1K ﹤0.01%
+60
3966
$984 ﹤0.01%
15
+4
3967
$983 ﹤0.01%
66
-101
3968
$978 ﹤0.01%
100
3969
$976 ﹤0.01%
+12
3970
$971 ﹤0.01%
+55
3971
$970 ﹤0.01%
50
+11
3972
$970 ﹤0.01%
120
+95
3973
$970 ﹤0.01%
22
-47
3974
$967 ﹤0.01%
15
3975
$963 ﹤0.01%
+114
157 158
159
160 161