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
4351
$250 ﹤0.01%
+17
4352
$247 ﹤0.01%
+16
4353
$245 ﹤0.01%
+18
4354
$244 ﹤0.01%
+17
4355
$243 ﹤0.01%
+2
4356
$241 ﹤0.01%
+6
4357
$241 ﹤0.01%
44
+4
4358
$240 ﹤0.01%
19
+4
4359
$240 ﹤0.01%
16
+11
4360
$240 ﹤0.01%
50
4361
$237 ﹤0.01%
+56
4362
$236 ﹤0.01%
16
-49
4363
$236 ﹤0.01%
+25
4364
$233 ﹤0.01%
+18
4365
$233 ﹤0.01%
+6
4366
$231 ﹤0.01%
34
+5
4367
$230 ﹤0.01%
+10
4368
$228 ﹤0.01%
6
4369
$227 ﹤0.01%
615
+588
4370
$225 ﹤0.01%
21
-5
4371
$225 ﹤0.01%
+13
4372
$222 ﹤0.01%
+5
4373
$222 ﹤0.01%
+6
4374
$221 ﹤0.01%
17
+10
4375
$220 ﹤0.01%
+3
173 174
175
176 177