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
4726
$28 ﹤0.01%
+5
4727
$27 ﹤0.01%
+1
4728
$27 ﹤0.01%
13
-104
4729
$27 ﹤0.01%
10
-24
4730
$27 ﹤0.01%
+1
4731
$27 ﹤0.01%
+1
4732
$27 ﹤0.01%
+4
4733
$26 ﹤0.01%
+5
4734
$26 ﹤0.01%
18
-16
4735
$25 ﹤0.01%
+1
4736
$24 ﹤0.01%
1
4737
$24 ﹤0.01%
+4
4738
$24 ﹤0.01%
+64
4739
$23 ﹤0.01%
2
-9
4740
$23 ﹤0.01%
3
+1
4741
$23 ﹤0.01%
+1
4742
$23 ﹤0.01%
+1
4743
$23 ﹤0.01%
+9
4744
$23 ﹤0.01%
4
4745
$23 ﹤0.01%
21
4746
$23 ﹤0.01%
+1
4747
$22 ﹤0.01%
+2
4748
$22 ﹤0.01%
9
4749
$21 ﹤0.01%
+3
4750
$21 ﹤0.01%
+6
188 189
190
191 192