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
4526
$112 ﹤0.01%
+3
4527
$111 ﹤0.01%
+3
4528
$110 ﹤0.01%
+12
4529
$110 ﹤0.01%
+4
4530
$109 ﹤0.01%
+15
4531
$109 ﹤0.01%
54
-62
4532
$109 ﹤0.01%
2
-11,775
4533
$108 ﹤0.01%
+5
4534
$107 ﹤0.01%
+26
4535
$107 ﹤0.01%
14
+5
4536
$105 ﹤0.01%
+24
4537
$103 ﹤0.01%
9
-3
4538
$103 ﹤0.01%
+5
4539
$103 ﹤0.01%
+4
4540
$103 ﹤0.01%
+4
4541
$102 ﹤0.01%
5
-37
4542
$102 ﹤0.01%
52
+2
4543
$98 ﹤0.01%
+6
4544
$97 ﹤0.01%
+6
4545
$97 ﹤0.01%
1
4546
$97 ﹤0.01%
11
4547
$96 ﹤0.01%
20
+17
4548
$96 ﹤0.01%
+17
4549
$96 ﹤0.01%
16
4550
$95 ﹤0.01%
+6
180 181
182
183 184