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
4476
$136 ﹤0.01%
+17
4477
$135 ﹤0.01%
+6
4478
$135 ﹤0.01%
+67
4479
$135 ﹤0.01%
8
-1
4480
$134 ﹤0.01%
90
4481
$134 ﹤0.01%
+1
4482
$134 ﹤0.01%
+8
4483
$133 ﹤0.01%
5
-1
4484
$133 ﹤0.01%
19
-107
4485
$133 ﹤0.01%
+14
4486
$132 ﹤0.01%
+3
4487
$132 ﹤0.01%
96
+41
4488
$132 ﹤0.01%
5
4489
$132 ﹤0.01%
+9
4490
$132 ﹤0.01%
+2
4491
$131 ﹤0.01%
+9
4492
$131 ﹤0.01%
+6
4493
$131 ﹤0.01%
+6
4494
$130 ﹤0.01%
+9
4495
$130 ﹤0.01%
+4
4496
$129 ﹤0.01%
79
4497
$129 ﹤0.01%
+5
4498
$129 ﹤0.01%
+2
4499
$128 ﹤0.01%
+29
4500
$128 ﹤0.01%
+8
178 179
180
181 182