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
826
$545K 0.01%
9,742
-1,354
827
$539K 0.01%
16,020
828
$539K 0.01%
21,109
+72
829
$538K 0.01%
18,583
-186
830
$536K 0.01%
747
-280
831
$535K 0.01%
4,532
-733
832
$535K 0.01%
5,182
-698
833
$535K 0.01%
35,802
-1,290
834
$534K 0.01%
22,252
-8,513
835
$534K 0.01%
6,351
-16,083
836
$532K 0.01%
3,764
+472
837
$531K 0.01%
8,420
+2,278
838
$530K 0.01%
4,721
+108
839
$529K 0.01%
5,400
-2,052
840
$529K 0.01%
25,667
+3,306
841
$528K 0.01%
16,569
+8,105
842
$526K 0.01%
6,761
+5,476
843
$526K 0.01%
13,726
+46
844
$524K 0.01%
6,493
+1,183
845
$522K 0.01%
13,826
+7,719
846
$521K 0.01%
1,930
+329
847
$521K 0.01%
15,119
+253
848
$521K 0.01%
6,701
+156
849
$520K 0.01%
11,433
+1,736
850
$518K 0.01%
29,600
-140
32 33
34
35 36