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
4551
$94 ﹤0.01%
+4
4552
$93 ﹤0.01%
+5
4553
$92 ﹤0.01%
+1
4554
$92 ﹤0.01%
+3
4555
$92 ﹤0.01%
+10
4556
$89 ﹤0.01%
+10
4557
$89 ﹤0.01%
+8
4558
$89 ﹤0.01%
3
4559
$88 ﹤0.01%
28
+16
4560
$88 ﹤0.01%
289
+218
4561
$88 ﹤0.01%
50
4562
$85 ﹤0.01%
+4
4563
$85 ﹤0.01%
+3
4564
$85 ﹤0.01%
22
+4
4565
$85 ﹤0.01%
+6
4566
$85 ﹤0.01%
3
4567
$85 ﹤0.01%
+4
4568
$84 ﹤0.01%
+4
4569
$84 ﹤0.01%
+1
4570
$84 ﹤0.01%
+3
4571
$83 ﹤0.01%
86
+82
4572
$82 ﹤0.01%
+2
4573
$81 ﹤0.01%
+2
4574
$81 ﹤0.01%
+3
4575
$81 ﹤0.01%
+2
181 182
183
184 185