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
476
$1.46M 0.04%
18,454
-2,678
477
$1.45M 0.04%
40,767
+841
478
$1.45M 0.04%
82,523
-997
479
$1.45M 0.04%
2,552
-233
480
$1.44M 0.04%
35,623
+1
481
$1.43M 0.04%
24,107
-905
482
$1.43M 0.04%
8,480
-292
483
$1.43M 0.04%
12,686
+6,843
484
$1.42M 0.04%
3,111
+35
485
$1.42M 0.04%
331
+36
486
$1.42M 0.04%
31,416
+22
487
$1.41M 0.04%
19,209
-948
488
$1.41M 0.04%
+27,133
489
$1.4M 0.04%
39,908
+76
490
$1.4M 0.04%
9,584
-290
491
$1.4M 0.04%
63,847
-56,872
492
$1.39M 0.04%
51,835
-4,894
493
$1.38M 0.04%
19,816
+296
494
$1.38M 0.04%
40,618
+7,551
495
$1.38M 0.04%
50,701
-874
496
$1.37M 0.04%
28,773
-2,231
497
$1.37M 0.04%
79,830
-6,381
498
$1.35M 0.04%
26,501
+3,814
499
$1.35M 0.04%
14,847
+2,111
500
$1.35M 0.04%
49,809
+521
18 19
20
21 22