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
4201
$452 ﹤0.01%
200
4202
$450 ﹤0.01%
24
-59
4203
$450 ﹤0.01%
17
-24
4204
$448 ﹤0.01%
+42
4205
$448 ﹤0.01%
+21
4206
$444 ﹤0.01%
150
4207
$443 ﹤0.01%
+19
4208
$438 ﹤0.01%
31
+30
4209
$438 ﹤0.01%
17
4210
$437 ﹤0.01%
+9
4211
$436 ﹤0.01%
+32
4212
$435 ﹤0.01%
210
+100
4213
$434 ﹤0.01%
+28
4214
$433 ﹤0.01%
+67
4215
$432 ﹤0.01%
+4
4216
$431 ﹤0.01%
7
+1
4217
$431 ﹤0.01%
+6
4218
$431 ﹤0.01%
+22
4219
$428 ﹤0.01%
159
+68
4220
$428 ﹤0.01%
+18
4221
$427 ﹤0.01%
9
-148
4222
$425 ﹤0.01%
+14
4223
$424 ﹤0.01%
13
+5
4224
$423 ﹤0.01%
+48
4225
$422 ﹤0.01%
+6
167 168
169
170 171