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
726
$720K 0.02%
4,632
+372
727
$719K 0.02%
63,995
-4,153
728
$718K 0.02%
33,034
-138,602
729
$716K 0.02%
25,736
+71
730
$715K 0.02%
20,282
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731
$714K 0.02%
7,962
-8,548
732
$711K 0.02%
40,702
+6,614
733
$710K 0.02%
+25,857
734
$709K 0.02%
15,911
+87
735
$707K 0.02%
9,605
+2,572
736
$704K 0.02%
43,975
+19
737
$704K 0.02%
18,713
+3,737
738
$702K 0.02%
9,875
+5
739
$700K 0.02%
1,449
+318
740
$699K 0.02%
+36,948
741
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742
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2,196
+19
743
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25,437
-1,379
744
$692K 0.02%
725
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745
$692K 0.02%
13,138
-218
746
$689K 0.02%
21,340
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747
$689K 0.02%
8,221
+415
748
$687K 0.02%
5,569
+280
749
$683K 0.02%
1,208
+183
750
$681K 0.02%
20,416
+416
28 29
30
31 32