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
4576
$81 ﹤0.01%
+4
4577
$81 ﹤0.01%
+2
4578
$80 ﹤0.01%
+10
4579
$79 ﹤0.01%
+2
4580
$79 ﹤0.01%
+2
4581
$78 ﹤0.01%
2
+1
4582
$78 ﹤0.01%
+4
4583
$77 ﹤0.01%
+6
4584
$76 ﹤0.01%
+5
4585
$76 ﹤0.01%
+2
4586
$76 ﹤0.01%
+13
4587
$75 ﹤0.01%
6
-4
4588
$74 ﹤0.01%
+1
4589
$74 ﹤0.01%
+9
4590
$74 ﹤0.01%
5
4591
$73 ﹤0.01%
+5
4592
$73 ﹤0.01%
+4
4593
$73 ﹤0.01%
+6
4594
$72 ﹤0.01%
+6
4595
$72 ﹤0.01%
100
4596
$72 ﹤0.01%
+6
4597
$71 ﹤0.01%
+9
4598
$70 ﹤0.01%
8
+5
4599
$70 ﹤0.01%
3
+1
4600
$70 ﹤0.01%
6
182 183
184
185 186