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
4226
$421 ﹤0.01%
252
-284
4227
$419 ﹤0.01%
8
4228
$418 ﹤0.01%
45
+14
4229
$418 ﹤0.01%
+159
4230
$418 ﹤0.01%
8
+2
4231
$418 ﹤0.01%
+28
4232
$417 ﹤0.01%
+12
4233
$415 ﹤0.01%
30
4234
$414 ﹤0.01%
+54
4235
$414 ﹤0.01%
200
+16
4236
$414 ﹤0.01%
61
+30
4237
$410 ﹤0.01%
+35
4238
$408 ﹤0.01%
+22
4239
$402 ﹤0.01%
+18
4240
$402 ﹤0.01%
24
+1
4241
$397 ﹤0.01%
20
4242
$396 ﹤0.01%
+91
4243
$394 ﹤0.01%
27
+1
4244
$394 ﹤0.01%
301
+245
4245
$392 ﹤0.01%
+6
4246
$388 ﹤0.01%
+11
4247
$387 ﹤0.01%
+383
4248
$385 ﹤0.01%
+44
4249
$384 ﹤0.01%
211
+174
4250
$378 ﹤0.01%
+10
168 169
170
171 172