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
601
$1M 0.03%
2,323
-598
602
$1M 0.03%
26,067
603
$998K 0.03%
21,904
-91
604
$997K 0.03%
5,979
-884
605
$989K 0.03%
12,668
+149
606
$985K 0.03%
31,642
+1,504
607
$984K 0.03%
29,501
+3,933
608
$983K 0.03%
41,209
-1,980
609
$981K 0.03%
26,027
+731
610
$980K 0.03%
13,430
+1,846
611
$979K 0.03%
19,716
-11,757
612
$974K 0.03%
28,331
+8,038
613
$971K 0.03%
8,695
+1,769
614
$971K 0.03%
5,491
+1,586
615
$959K 0.02%
4,989
-820
616
$956K 0.02%
29,055
+14,691
617
$951K 0.02%
48,286
-400
618
$950K 0.02%
40,088
+15,478
619
$949K 0.02%
6,890
+833
620
$948K 0.02%
16,144
-1,728
621
$944K 0.02%
22,952
-14,163
622
$940K 0.02%
24,405
+434
623
$939K 0.02%
16,125
+9,285
624
$933K 0.02%
4,926
-4,691
625
$931K 0.02%
6,313
+12
23 24
25
26 27