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
4801
$5 ﹤0.01%
5
-10
4802
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+1
4803
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+3
4804
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4805
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4806
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4807
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1
4808
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4809
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1
4810
$4 ﹤0.01%
+1
4811
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4812
$4 ﹤0.01%
113
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4813
$4 ﹤0.01%
2
4814
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4815
$4 ﹤0.01%
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4816
$3 ﹤0.01%
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4817
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6
4818
– –
0
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4820
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4821
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4822
$2 ﹤0.01%
+1
4823
– –
0
4824
$1 ﹤0.01%
3
4825
– –
0
191 192
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194 195