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
701
$788K 0.02%
5,411
-1,130
702
$779K 0.02%
16,790
+4,598
703
$776K 0.02%
33,633
+1,060
704
$773K 0.02%
9,389
-2,049
705
$771K 0.02%
17,943
+7,023
706
$768K 0.02%
15,893
+1,504
707
$767K 0.02%
65,644
+9,093
708
$765K 0.02%
39,169
-19,237
709
$762K 0.02%
2,645
+492
710
$761K 0.02%
13,709
+2,388
711
$758K 0.02%
11,240
+2,250
712
$756K 0.02%
22,460
-2,870
713
$756K 0.02%
7,834
+5,287
714
$755K 0.02%
17,779
+3,932
715
$755K 0.02%
8,083
+1,420
716
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8,687
+1,217
717
$749K 0.02%
27,109
-562
718
$749K 0.02%
9,385
+4,999
719
$749K 0.02%
14,073
-67
720
$747K 0.02%
18,331
721
$745K 0.02%
14,254
+1,251
722
$740K 0.02%
2,514
-373
723
$732K 0.02%
12,462
+3,404
724
$730K 0.02%
7,217
-178
725
$724K 0.02%
21,801
-84
27 28
29
30 31