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
4051
$1.44K ﹤0.01%
+1
4052
$1.43K ﹤0.01%
93
-30
4053
– –
-8
4054
$1.43K ﹤0.01%
42
-1
4055
$1.43K ﹤0.01%
+117
4056
– –
-2
4057
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0
4058
$1.42K ﹤0.01%
+241
4059
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0
4060
$1.41K ﹤0.01%
+40
4061
– –
0
4062
$1.41K ﹤0.01%
67
+61
4063
$1.4K ﹤0.01%
+22
4064
$1.4K ﹤0.01%
59
4065
– –
0
4066
$1.39K ﹤0.01%
35
-36
4067
$1.39K ﹤0.01%
58
+39
4068
$1.39K ﹤0.01%
500
4069
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0
4070
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0
4071
$1.38K ﹤0.01%
+239
4072
$1.38K ﹤0.01%
+50
4073
$1.37K ﹤0.01%
+10
4074
– –
0
4075
– –
0
161 162
163
164 165