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
4376
$219 ﹤0.01%
55
+54
4377
$218 ﹤0.01%
+5
4378
$218 ﹤0.01%
6
4379
$218 ﹤0.01%
+17
4380
$216 ﹤0.01%
+23
4381
$216 ﹤0.01%
+9
4382
$216 ﹤0.01%
+12
4383
$216 ﹤0.01%
+10
4384
$215 ﹤0.01%
7
+5
4385
$212 ﹤0.01%
+7
4386
$211 ﹤0.01%
5
+4
4387
$211 ﹤0.01%
+18
4388
$210 ﹤0.01%
+18
4389
$208 ﹤0.01%
+16
4390
$205 ﹤0.01%
94
+8
4391
$205 ﹤0.01%
+8
4392
$204 ﹤0.01%
+6
4393
$203 ﹤0.01%
+19
4394
$203 ﹤0.01%
+5
4395
$202 ﹤0.01%
+9
4396
$201 ﹤0.01%
+6
4397
$200 ﹤0.01%
8
+7
4398
$200 ﹤0.01%
+2
4399
$199 ﹤0.01%
3
4400
$198 ﹤0.01%
+3
174 175
176
177 178