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
451
$1.51M 0.04%
7,640
+887
452
$1.51M 0.04%
3,188
+57
453
$1.51M 0.04%
108,432
+1,230
454
$1.51M 0.04%
7,353
+2,432
455
$1.51M 0.04%
2
+1
456
$1.51M 0.04%
18,059
+321
457
$1.51M 0.04%
29,220
+6,878
458
$1.51M 0.04%
12,116
+2,502
459
$1.5M 0.04%
60,617
-4,321
460
$1.49M 0.04%
16,038
-2,030
461
$1.49M 0.04%
3,536
+25
462
$1.49M 0.04%
28,235
-859
463
$1.49M 0.04%
33,347
+14,319
464
$1.49M 0.04%
60,922
-40,387
465
$1.48M 0.04%
6,937
+3,503
466
$1.48M 0.04%
47,186
+4,194
467
$1.48M 0.04%
7,332
+429
468
$1.48M 0.04%
7,465
+604
469
$1.47M 0.04%
5,963
+578
470
$1.46M 0.04%
3,274
-65
471
$1.46M 0.04%
16,833
+232
472
$1.46M 0.04%
35,483
-7,640
473
$1.46M 0.04%
28,202
+6,294
474
$1.46M 0.04%
8,677
-20
475
$1.46M 0.04%
22,353
-200
17 18
19
20 21