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
801
$580K 0.02%
6,917
-477
802
$578K 0.02%
917
-172
803
$572K 0.01%
7,683
-923
804
$572K 0.01%
11,662
+4,576
805
$571K 0.01%
16,938
+8,438
806
$569K 0.01%
10,026
-40
807
$566K 0.01%
13,789
-13,401
808
$566K 0.01%
11,791
-4,215
809
$566K 0.01%
6,877
+4,206
810
$565K 0.01%
13,344
-8,315
811
$564K 0.01%
5,130
-10,467
812
$563K 0.01%
1,421
813
$563K 0.01%
5,637
+38
814
$561K 0.01%
6,035
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815
$561K 0.01%
10,302
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817
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13,328
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20,270
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4,013
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820
$552K 0.01%
20,467
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821
$550K 0.01%
15,687
-4,835
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$550K 0.01%
6,643
+233
823
$549K 0.01%
20,997
-1,050
824
$549K 0.01%
7,637
-14,627
825
$546K 0.01%
2,784
-762
31 32
33
34 35