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
4626
$61 ﹤0.01%
+13
4627
$60 ﹤0.01%
+6
4628
$60 ﹤0.01%
+2
4629
$59 ﹤0.01%
3
-101
4630
$59 ﹤0.01%
58
+55
4631
$59 ﹤0.01%
+6
4632
$59 ﹤0.01%
+27
4633
$59 ﹤0.01%
+40
4634
$59 ﹤0.01%
5
4635
$59 ﹤0.01%
1
-47
4636
$58 ﹤0.01%
+11
4637
$58 ﹤0.01%
32
-49
4638
$58 ﹤0.01%
+50
4639
$58 ﹤0.01%
+3
4640
$57 ﹤0.01%
+3
4641
$57 ﹤0.01%
+4
4642
$56 ﹤0.01%
3
-18
4643
$56 ﹤0.01%
206
4644
$55 ﹤0.01%
+15
4645
$54 ﹤0.01%
+2
4646
$54 ﹤0.01%
5
+4
4647
$54 ﹤0.01%
+3
4648
$53 ﹤0.01%
+2
4649
$53 ﹤0.01%
+5
4650
$53 ﹤0.01%
3
184 185
186
187 188