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
4451
$152 ﹤0.01%
+9
4452
$151 ﹤0.01%
+10
4453
$150 ﹤0.01%
+3
4454
$149 ﹤0.01%
89
-31
4455
$149 ﹤0.01%
+6
4456
$148 ﹤0.01%
3
4457
$148 ﹤0.01%
+17
4458
$148 ﹤0.01%
18
+2
4459
$146 ﹤0.01%
+15
4460
$146 ﹤0.01%
+22
4461
$145 ﹤0.01%
4
4462
$144 ﹤0.01%
14
4463
$144 ﹤0.01%
11
+5
4464
$144 ﹤0.01%
+10
4465
$143 ﹤0.01%
+33
4466
$142 ﹤0.01%
+9
4467
$142 ﹤0.01%
5
-8
4468
$141 ﹤0.01%
4
-395
4469
$140 ﹤0.01%
100
4470
$139 ﹤0.01%
47
+38
4471
$139 ﹤0.01%
24
-34
4472
$139 ﹤0.01%
7
+6
4473
$138 ﹤0.01%
13
-68
4474
$138 ﹤0.01%
+96
4475
$136 ﹤0.01%
+42
177 178
179
180 181