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
4601
$69 ﹤0.01%
+30
4602
$68 ﹤0.01%
+2
4603
$68 ﹤0.01%
+1
4604
$67 ﹤0.01%
+3
4605
$67 ﹤0.01%
+7
4606
$67 ﹤0.01%
+1
4607
$67 ﹤0.01%
1
-2
4608
$67 ﹤0.01%
+2
4609
$66 ﹤0.01%
3
-19
4610
$65 ﹤0.01%
+4
4611
$65 ﹤0.01%
+12
4612
$65 ﹤0.01%
+7
4613
$64 ﹤0.01%
+12
4614
$64 ﹤0.01%
+10
4615
$64 ﹤0.01%
+40
4616
$63 ﹤0.01%
+7
4617
$63 ﹤0.01%
+2
4618
$63 ﹤0.01%
27
-118
4619
$63 ﹤0.01%
+4
4620
$63 ﹤0.01%
17
4621
$62 ﹤0.01%
+16
4622
$62 ﹤0.01%
+9
4623
$62 ﹤0.01%
+6
4624
$61 ﹤0.01%
+5
4625
$61 ﹤0.01%
+2
183 184
185
186 187