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
4651
$52 ﹤0.01%
2
4652
$52 ﹤0.01%
26
+5
4653
$51 ﹤0.01%
29
+19
4654
$50 ﹤0.01%
30
-47
4655
$50 ﹤0.01%
+3
4656
$50 ﹤0.01%
9
+1
4657
$50 ﹤0.01%
+1
4658
$49 ﹤0.01%
+6
4659
$49 ﹤0.01%
+2
4660
$48 ﹤0.01%
+4
4661
$48 ﹤0.01%
+8
4662
$48 ﹤0.01%
+3
4663
$48 ﹤0.01%
+615
4664
$47 ﹤0.01%
+6
4665
$46 ﹤0.01%
+1
4666
$46 ﹤0.01%
1
4667
$46 ﹤0.01%
14
4668
$46 ﹤0.01%
+6
4669
$45 ﹤0.01%
1
4670
$45 ﹤0.01%
+9
4671
$45 ﹤0.01%
+4
4672
$45 ﹤0.01%
11
4673
$45 ﹤0.01%
+7
4674
$44 ﹤0.01%
32
+15
4675
$44 ﹤0.01%
+3
185 186
187
188 189