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
776
$633K 0.02%
1,288
-193
777
$633K 0.02%
16,279
-27,925
778
$631K 0.02%
5,652
+2,839
779
$629K 0.02%
14,300
+580
780
$627K 0.02%
18,347
-1,119
781
$626K 0.02%
23,875
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782
$624K 0.02%
9,849
-13,511
783
$616K 0.02%
4,400
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784
$610K 0.02%
16,801
+1,150
785
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1,742
+315
786
$609K 0.02%
14,331
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787
$608K 0.02%
12,397
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788
$604K 0.02%
2,562
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789
$604K 0.02%
22,208
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$603K 0.02%
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3,205
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792
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3,372
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794
$594K 0.02%
5,189
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795
$594K 0.02%
34,913
-3,599
796
$593K 0.02%
4,382
-606
797
$592K 0.02%
5,987
+21
798
$589K 0.02%
1,897
-607
799
$586K 0.02%
12,644
+3,522
800
$581K 0.02%
21,730
+625
30 31
32
33 34