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
4751
$21 ﹤0.01%
+2
4752
$21 ﹤0.01%
+1
4753
$21 ﹤0.01%
+3
4754
$20 ﹤0.01%
+10
4755
$19 ﹤0.01%
+2
4756
$18 ﹤0.01%
3
-15
4757
$18 ﹤0.01%
12
-94
4758
$18 ﹤0.01%
+1
4759
$18 ﹤0.01%
2
-6
4760
$18 ﹤0.01%
1
4761
$17 ﹤0.01%
+1
4762
$16 ﹤0.01%
+1
4763
$16 ﹤0.01%
5
-44
4764
$16 ﹤0.01%
1
4765
$16 ﹤0.01%
+1
4766
– –
0
4767
$16 ﹤0.01%
1
-65
4768
$15 ﹤0.01%
2
4769
$14 ﹤0.01%
+1
4770
$14 ﹤0.01%
+1
4771
$14 ﹤0.01%
3
4772
$14 ﹤0.01%
+5
4773
$14 ﹤0.01%
+1
4774
$13 ﹤0.01%
2
-304
4775
$12 ﹤0.01%
8
189 190
191
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