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
4701
$34 ﹤0.01%
1
4702
$34 ﹤0.01%
+1
4703
$34 ﹤0.01%
+8
4704
$34 ﹤0.01%
+8
4705
$34 ﹤0.01%
+10
4706
$34 ﹤0.01%
+11
4707
$33 ﹤0.01%
+2
4708
$33 ﹤0.01%
14
4709
$33 ﹤0.01%
+14
4710
$33 ﹤0.01%
+1
4711
$32 ﹤0.01%
+1
4712
$32 ﹤0.01%
+20
4713
$32 ﹤0.01%
+28
4714
$31 ﹤0.01%
+1
4715
$31 ﹤0.01%
+1
4716
$30 ﹤0.01%
3
+1
4717
$30 ﹤0.01%
+2
4718
$29 ﹤0.01%
+1
4719
$29 ﹤0.01%
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4720
$29 ﹤0.01%
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4721
$29 ﹤0.01%
+3
4722
$29 ﹤0.01%
10
4723
$28 ﹤0.01%
4
-44
4724
$28 ﹤0.01%
+14
4725
$28 ﹤0.01%
+3
187 188
189
190 191